Copia Wealth Management Msci Eafe Growth ETF Transaction History
Copia Wealth Management
- $119 Billion
- Q2 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 7,379 shares of EFG stock, worth $803,204. This represents 0.7% of its overall portfolio holdings.
Number of Shares
7,379
Previous 7,282
1.33%
Holding current value
$803,204
Previous $728 Million
13.49%
% of portfolio
0.7%
Previous 0.67%
Shares
3 transactions
Others Institutions Holding EFG
# of Institutions
1,090Shares Held
120MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc16.9MShares$1.84 Billion0.58% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.75MShares$626 Million0.23% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$590 Million5.34% of portfolio
-
Jones Financial Companies Lllp5.3MShares$577 Million0.48% of portfolio
-
Jpmorgan Chase & CO New York, NY4.87MShares$530 Million0.04% of portfolio