Heartwood Wealth Advisors LLC Msci Eafe Growth ETF Transaction History
Heartwood Wealth Advisors LLC
- $1.02 Billion
- Q3 2025
A detailed history of Heartwood Wealth Advisors LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 842 shares of EFG stock, worth $97,596. This represents 0.01% of its overall portfolio holdings.
Number of Shares
842Holding current value
$97,596% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding EFG
# of Institutions
1,115Shares Held
108MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc16.9MShares$1.96 Billion0.58% of portfolio
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Lpl Financial LLC Fort Mill, SC6.07MShares$704 Million0.24% of portfolio
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Axiom Advisory, LLC San Diego, CA5.42MShares$629 Million5.34% of portfolio
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Jpmorgan Chase & CO New York, NY4.87MShares$565 Million0.04% of portfolio
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Jones Financial Companies Lllp4.66MShares$540 Million0.4% of portfolio