Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Msci Eafe Growth ETF Transaction History
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
- $3.31 Billion
- Q1 2024
A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 81,005 shares of EFG stock, worth $8.45 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
81,005
Previous 69,483
16.58%
Holding current value
$8.45 Million
Previous $6.73 Million
24.94%
% of portfolio
0.25%
Previous 0.22%
Shares
15 transactions
Others Institutions Holding EFG
# of Institutions
902Shares Held
107MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc16.9MShares$1.76 Billion0.67% of portfolio
-
Jones Financial Companies Lllp7.61MShares$794 Million1.08% of portfolio
-
Jpmorgan Chase & CO New York, NY4.85MShares$506 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.42MShares$461 Million0.25% of portfolio
-
Morgan Stanley New York, NY3.77MShares$393 Million0.03% of portfolio