Cerro Pacific Wealth Advisors LLC Msci Eafe Growth ETF Transaction History
Cerro Pacific Wealth Advisors LLC
- $294 Million
- Q1 2025
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 38,864 shares of EFG stock, worth $3.92 Million. This represents 1.33% of its overall portfolio holdings.
Number of Shares
38,864
Previous 46,553
16.52%
Holding current value
$3.92 Million
Previous $4.51 Million
13.05%
% of portfolio
1.33%
Previous 1.52%
Shares
5 transactions
Others Institutions Holding EFG
# of Institutions
1,075Shares Held
157MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc30.5MShares$3.08 Billion0.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.15MShares$923 Million0.37% of portfolio
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Jpmorgan Chase & CO New York, NY7.28MShares$734 Million0.06% of portfolio
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Jones Financial Companies Lllp6.74MShares$679 Million0.62% of portfolio
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Axiom Advisory, LLC San Diego, CA5.42MShares$547 Million5.34% of portfolio