Confluence Wealth Services, Inc. Msci Eafe Growth ETF Transaction History
Confluence Wealth Services, Inc.
- $1.52 Billion
- Q1 2025
A detailed history of Confluence Wealth Services, Inc. transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 5,736 shares of EFG stock, worth $592,815. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,736Holding current value
$592,815% of portfolio
0.04%Shares
3 transactions
Others Institutions Holding EFG
# of Institutions
1,078Shares Held
151MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc30.5MShares$3.16 Billion0.98% of portfolio
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Lpl Financial LLC Fort Mill, SC9.15MShares$946 Million0.37% of portfolio
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Jpmorgan Chase & CO New York, NY7.28MShares$752 Million0.06% of portfolio
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Jones Financial Companies Lllp6.74MShares$696 Million0.62% of portfolio
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Axiom Advisory, LLC San Diego, CA5.42MShares$560 Million5.34% of portfolio