Fermata Advisors, LLC Msci Eafe Growth ETF Transaction History
Fermata Advisors, LLC
- $439 Million
- Q1 2024
A detailed history of Fermata Advisors, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Fermata Advisors, LLC holds 4,206 shares of EFG stock, worth $435,405. This represents 0.1% of its overall portfolio holdings.
Number of Shares
4,206
Previous 2,845
47.84%
Holding current value
$435,405
Previous $275,000
58.55%
% of portfolio
0.1%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding EFG
# of Institutions
901Shares Held
107MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc16.9MShares$1.75 Billion0.67% of portfolio
-
Jones Financial Companies Lllp7.61MShares$788 Million1.08% of portfolio
-
Jpmorgan Chase & CO New York, NY4.85MShares$502 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.42MShares$457 Million0.25% of portfolio
-
Morgan Stanley New York, NY3.77MShares$390 Million0.03% of portfolio