Consilio Wealth Advisors, LLC Msci Eafe Growth ETF Transaction History
Consilio Wealth Advisors, LLC
- $244 Million
- Q4 2024
A detailed history of Consilio Wealth Advisors, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Consilio Wealth Advisors, LLC holds 169,052 shares of EFG stock, worth $17.4 Million. This represents 6.71% of its overall portfolio holdings.
Number of Shares
169,052
Previous 163,456
3.42%
Holding current value
$17.4 Million
Previous $17.6 Million
6.97%
% of portfolio
6.71%
Previous 7.27%
Shares
9 transactions
Others Institutions Holding EFG
# of Institutions
1,027Shares Held
141MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc25.2MShares$2.59 Billion0.9% of portfolio
-
Jones Financial Companies Lllp6.74MShares$692 Million0.62% of portfolio
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Lpl Financial LLC Fort Mill, SC6.28MShares$645 Million0.31% of portfolio
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Jpmorgan Chase & CO New York, NY5.93MShares$609 Million0.05% of portfolio
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Axiom Advisory, LLC San Diego, CA5.42MShares$557 Million5.34% of portfolio