Fermata Advisors, LLC Msci Eafe Growth ETF Transaction History
Fermata Advisors, LLC
- $510 Million
- Q4 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 4,261 shares of EFG stock, worth $446,552. This represents 0.08% of its overall portfolio holdings.
Number of Shares
4,261
Previous 4,258
0.07%
Holding current value
$446,552
Previous $458,000
10.04%
% of portfolio
0.08%
Previous 0.09%
Shares
5 transactions
Others Institutions Holding EFG
# of Institutions
1,073Shares Held
157MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc30.5MShares$3.2 Billion0.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.15MShares$959 Million0.37% of portfolio
-
Jpmorgan Chase & CO New York, NY7.28MShares$763 Million0.06% of portfolio
-
Jones Financial Companies Lllp6.74MShares$706 Million0.62% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$568 Million5.34% of portfolio