Financial Synergies Wealth Advisors, Inc. Msci Eafe Growth ETF Transaction History
Financial Synergies Wealth Advisors, Inc.
- $742 Billion
- Q2 2024
A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 418,352 shares of EFG stock, worth $44.3 Million. This represents 5.77% of its overall portfolio holdings.
Number of Shares
418,352
Previous 409,522
2.16%
Holding current value
$44.3 Million
Previous $42.5 Billion
0.69%
% of portfolio
5.77%
Previous 5.58%
Shares
16 transactions
Others Institutions Holding EFG
# of Institutions
938Shares Held
137MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc26.6MShares$2.82 Billion0.97% of portfolio
-
Jones Financial Companies Lllp7.47MShares$792 Million0.88% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.6MShares$700 Million0.34% of portfolio
-
Jpmorgan Chase & CO New York, NY6.16MShares$653 Million0.06% of portfolio
-
Axiom Advisory, LLC San Diego, CA4.97MShares$527 Million5.5% of portfolio