Copia Wealth Management Msci Eafe Growth ETF Transaction History
Copia Wealth Management
- $108 Billion
- Q1 2025
A detailed history of Copia Wealth Management transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Copia Wealth Management holds 7,282 shares of EFG stock, worth $752,594. This represents 0.67% of its overall portfolio holdings.
Number of Shares
7,282
Previous 7,654
4.86%
Holding current value
$752,594
Previous $741 Million
1.75%
% of portfolio
0.67%
Previous 0.71%
Shares
2 transactions
Others Institutions Holding EFG
# of Institutions
1,077Shares Held
151MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc30.5MShares$3.16 Billion0.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.15MShares$946 Million0.37% of portfolio
-
Jpmorgan Chase & CO New York, NY7.28MShares$752 Million0.06% of portfolio
-
Jones Financial Companies Lllp6.74MShares$696 Million0.62% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$560 Million5.34% of portfolio