Dynasty Wealth Management, LLC Msci Eafe Growth ETF Transaction History
Dynasty Wealth Management, LLC
- $6 Trillion
- Q1 2025
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 515,170 shares of EFG stock, worth $53.8 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
515,170
Previous 805,360
36.03%
Holding current value
$53.8 Million
Previous $78 Billion
33.94%
% of portfolio
0.86%
Previous 1.35%
Shares
4 transactions
Others Institutions Holding EFG
# of Institutions
1,084Shares Held
126MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc16.8MShares$1.75 Billion0.56% of portfolio
-
Jpmorgan Chase & CO New York, NY7.28MShares$759 Million0.06% of portfolio
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Jones Financial Companies Lllp6.74MShares$703 Million0.62% of portfolio
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Lpl Financial LLC Fort Mill, SC5.75MShares$600 Million0.23% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$566 Million5.34% of portfolio