Dynasty Wealth Management, LLC Msci Eafe Growth ETF Transaction History
Dynasty Wealth Management, LLC
- $5.8 Trillion
- Q4 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 805,360 shares of EFG stock, worth $85.7 Million. This represents 1.35% of its overall portfolio holdings.
Number of Shares
805,360Holding current value
$85.7 Million% of portfolio
1.35%Shares
3 transactions
Others Institutions Holding EFG
# of Institutions
1,069Shares Held
157MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc30.5MShares$3.25 Billion0.98% of portfolio
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Lpl Financial LLC Fort Mill, SC9.15MShares$973 Million0.37% of portfolio
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Jpmorgan Chase & CO New York, NY7.28MShares$774 Million0.06% of portfolio
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Jones Financial Companies Lllp6.74MShares$717 Million0.62% of portfolio
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Axiom Advisory, LLC San Diego, CA5.42MShares$577 Million5.34% of portfolio