Cyndeo Wealth Partners, LLC Msci Eafe Growth ETF Transaction History
Cyndeo Wealth Partners, LLC
- $1.19 Billion
- Q1 2024
A detailed history of Cyndeo Wealth Partners, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 11,459 shares of EFG stock, worth $1.17 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
11,459
Previous 7,177
59.66%
Holding current value
$1.17 Million
Previous $695,000
71.08%
% of portfolio
0.1%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding EFG
# of Institutions
916Shares Held
111MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc16.9MShares$1.73 Billion0.67% of portfolio
-
Jones Financial Companies Lllp7.61MShares$778 Million1.08% of portfolio
-
Jpmorgan Chase & CO New York, NY4.85MShares$496 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.42MShares$452 Million0.25% of portfolio
-
Morgan Stanley New York, NY3.77MShares$385 Million0.03% of portfolio