Forthright Family Wealth Advisory LLC Msci Eafe Growth ETF Transaction History
Forthright Family Wealth Advisory LLC
- $138 Million
- Q4 2024
A detailed history of Forthright Family Wealth Advisory LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 85,419 shares of EFG stock, worth $8.79 Million. This represents 6.02% of its overall portfolio holdings.
Number of Shares
85,419
Previous 80,319
6.35%
Holding current value
$8.79 Million
Previous $8.3 Billion
99.9%
% of portfolio
6.02%
Previous 5.33%
Shares
5 transactions
Others Institutions Holding EFG
# of Institutions
1,069Shares Held
157MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc30.5MShares$3.14 Billion0.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.15MShares$941 Million0.37% of portfolio
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Jpmorgan Chase & CO New York, NY7.28MShares$748 Million0.06% of portfolio
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Jones Financial Companies Lllp6.74MShares$693 Million0.62% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$558 Million5.34% of portfolio