Forte Asset Management LLC Msci Eafe Growth ETF Transaction History
Forte Asset Management LLC
- $192 Million
- Q2 2025
A detailed history of Forte Asset Management LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Forte Asset Management LLC holds 69,281 shares of EFG stock, worth $8.07 Million. This represents 4.03% of its overall portfolio holdings.
Number of Shares
69,281
Previous 74,272
6.72%
Holding current value
$8.07 Million
Previous $7.43 Million
4.47%
% of portfolio
4.03%
Previous 3.82%
Shares
11 transactions
Others Institutions Holding EFG
# of Institutions
1,107Shares Held
114MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc16.9MShares$1.97 Billion0.58% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.07MShares$708 Million0.24% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$632 Million5.34% of portfolio
-
Jpmorgan Chase & CO New York, NY4.87MShares$568 Million0.04% of portfolio
-
Jones Financial Companies Lllp4.66MShares$543 Million0.4% of portfolio