Dynasty Wealth Management, LLC Msci Eafe Growth ETF Transaction History
Dynasty Wealth Management, LLC
- $3.39 Trillion
- Q2 2024
A detailed history of Dynasty Wealth Management, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 125,243 shares of EFG stock, worth $12.7 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
125,243
Previous 42,086
197.59%
Holding current value
$12.7 Million
Previous $4.37 Billion
193.32%
% of portfolio
0.38%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding EFG
# of Institutions
956Shares Held
137MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc26.6MShares$2.69 Billion0.97% of portfolio
-
Jones Financial Companies Lllp7.47MShares$756 Million0.88% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.6MShares$667 Million0.34% of portfolio
-
Jpmorgan Chase & CO New York, NY6.16MShares$623 Million0.06% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$548 Million5.34% of portfolio