Family Wealth Group, LLC Msci Eafe Growth ETF Transaction History
Family Wealth Group, LLC
- $92.9 Million
- Q3 2024
A detailed history of Family Wealth Group, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Family Wealth Group, LLC holds 16,455 shares of EFG stock, worth $1.63 Million. This represents 1.91% of its overall portfolio holdings.
Number of Shares
16,455
Previous 16,910
2.69%
Holding current value
$1.63 Million
Previous $1.73 Million
2.43%
% of portfolio
1.91%
Previous 1.87%
Shares
4 transactions
Others Institutions Holding EFG
# of Institutions
979Shares Held
136MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc25.2MShares$2.49 Billion0.9% of portfolio
-
Jones Financial Companies Lllp7.69MShares$761 Million0.85% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.28MShares$621 Million0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY5.93MShares$586 Million0.05% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$536 Million5.34% of portfolio