Fonville Wealth Management LLC Msci Eafe Growth ETF Transaction History
Fonville Wealth Management LLC
- $303 Billion
- Q4 2024
A detailed history of Fonville Wealth Management LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Fonville Wealth Management LLC holds 2,375 shares of EFG stock, worth $244,933. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,375
Previous 2,419
1.82%
Holding current value
$244,933
Previous $260 Million
11.69%
% 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$3.15 Billion0.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.15MShares$944 Million0.37% of portfolio
-
Jpmorgan Chase & CO New York, NY7.28MShares$750 Million0.06% of portfolio
-
Jones Financial Companies Lllp6.74MShares$695 Million0.62% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$559 Million5.34% of portfolio