Ever Source Wealth Advisors, LLC Msci Eafe Growth ETF Transaction History
Ever Source Wealth Advisors, LLC
- $1.5 Billion
- Q2 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 9,738 shares of EFG stock, worth $1.05 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
9,738
Previous 5,493
77.28%
Holding current value
$1.05 Million
Previous $570,000
74.74%
% of portfolio
0.07%
Previous 0.05%
Shares
12 transactions
Others Institutions Holding EFG
# of Institutions
932Shares Held
137MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc26.6MShares$2.87 Billion0.97% of portfolio
-
Jones Financial Companies Lllp7.47MShares$807 Million0.88% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.6MShares$713 Million0.34% of portfolio
-
Jpmorgan Chase & CO New York, NY6.16MShares$666 Million0.06% of portfolio
-
Axiom Advisory, LLC San Diego, CA4.97MShares$537 Million5.5% of portfolio