Cerro Pacific Wealth Advisors LLC Msci Eafe Growth ETF Transaction History
Cerro Pacific Wealth Advisors LLC
- $297 Million
- Q4 2024
A detailed history of Cerro Pacific Wealth Advisors LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Cerro Pacific Wealth Advisors LLC holds 46,553 shares of EFG stock, worth $4.73 Million. This represents 1.52% of its overall portfolio holdings.
Number of Shares
46,553
Previous 27,130
71.59%
Holding current value
$4.73 Million
Previous $2.92 Million
54.35%
% of portfolio
1.52%
Previous 1.07%
Shares
4 transactions
Others Institutions Holding EFG
# of Institutions
1,004Shares Held
140MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc25.2MShares$2.56 Billion0.9% of portfolio
-
Jones Financial Companies Lllp7.69MShares$782 Million0.85% of portfolio
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Lpl Financial LLC Fort Mill, SC6.28MShares$638 Million0.31% of portfolio
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Jpmorgan Chase & CO New York, NY5.93MShares$603 Million0.05% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$551 Million5.34% of portfolio