Fulcrum Equity Management Msci Eafe Growth ETF Transaction History
Fulcrum Equity Management
- $115 Million
- Q3 2024
A detailed history of Fulcrum Equity Management transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Fulcrum Equity Management holds 4,981 shares of EFG stock, worth $496,506. This represents 0.47% of its overall portfolio holdings.
Number of Shares
4,981
Previous 5,867
15.1%
Holding current value
$496,506
Previous $600,000
10.67%
% of portfolio
0.47%
Previous 0.56%
Shares
2 transactions
Others Institutions Holding EFG
# of Institutions
981Shares Held
137MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc25.2MShares$2.51 Billion0.9% of portfolio
-
Jones Financial Companies Lllp7.69MShares$767 Million0.85% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.28MShares$626 Million0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY5.93MShares$591 Million0.05% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$541 Million5.34% of portfolio