Cornerstone Wealth Advisors, Inc. Msci Eafe Growth ETF Transaction History
Cornerstone Wealth Advisors, Inc.
- $364 Million
- Q4 2024
A detailed history of Cornerstone Wealth Advisors, Inc. transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Cornerstone Wealth Advisors, Inc. holds 7,355 shares of EFG stock, worth $729,248. This represents 0.2% of its overall portfolio holdings.
Number of Shares
7,355
Previous 7,275
1.1%
Holding current value
$729,248
Previous $783,000
9.07%
% of portfolio
0.2%
Previous 0.22%
Shares
10 transactions
Others Institutions Holding EFG
# of Institutions
1,076Shares Held
155MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc30.5MShares$3.03 Billion0.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.15MShares$907 Million0.37% of portfolio
-
Jpmorgan Chase & CO New York, NY7.28MShares$721 Million0.06% of portfolio
-
Jones Financial Companies Lllp6.74MShares$668 Million0.62% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$538 Million5.34% of portfolio