Concentric Wealth Management, LLC Ishares Tr Msci Eafe ETF Transaction History
Concentric Wealth Management, LLC
- $473 Million
- Q3 2024
A detailed history of Concentric Wealth Management, LLC transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Concentric Wealth Management, LLC holds 40,784 shares of EFA stock, worth $3.44 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
40,784
Previous 42,949
5.04%
Holding current value
$3.44 Million
Previous $3.36 Million
1.37%
% of portfolio
0.72%
Previous 0.89%
Shares
29 transactions
Others Institutions Holding EFA
# of Institutions
2,212Shares Held
588MCall Options Held
70.5MPut Options Held
87M-
Black Rock Inc. New York, NY107MShares$9.07 Billion0.19% of portfolio
-
Goldman Sachs Group Inc New York, NY39.7MShares$3.35 Billion0.49% of portfolio
-
Bank Of America Corp Charlotte, NC36.7MShares$3.1 Billion0.24% of portfolio
-
Morgan Stanley New York, NY23.5MShares$1.99 Billion0.13% of portfolio
-
Jpmorgan Chase & CO New York, NY22.1MShares$1.86 Billion0.14% of portfolio