Connecticut Wealth Management, LLC Msci Eafe Growth ETF Transaction History
Connecticut Wealth Management, LLC
- $1.93 Billion
- Q2 2024
A detailed history of Connecticut Wealth Management, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 3,281 shares of EFG stock, worth $331,676. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,281
Previous 4,028
18.55%
Holding current value
$331,676
Previous $418,000
19.86%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding EFG
# of Institutions
956Shares Held
137MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc26.6MShares$2.69 Billion0.97% of portfolio
-
Jones Financial Companies Lllp7.47MShares$756 Million0.88% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.6MShares$667 Million0.34% of portfolio
-
Jpmorgan Chase & CO New York, NY6.16MShares$623 Million0.06% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$548 Million5.34% of portfolio