Connecticut Wealth Management, LLC Msci Eafe Growth ETF Transaction History
Connecticut Wealth Management, LLC
- $2.06 Billion
- Q3 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 3,395 shares of EFG stock, worth $332,981. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,395
Previous 3,281
3.47%
Holding current value
$332,981
Previous $335,000
8.96%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding EFG
# of Institutions
983Shares Held
137MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc25.2MShares$2.47 Billion0.9% of portfolio
-
Jones Financial Companies Lllp7.69MShares$755 Million0.85% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.28MShares$616 Million0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY5.93MShares$582 Million0.05% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$532 Million5.34% of portfolio