Heritage Family Offices, LLP Msci Eafe Growth ETF Transaction History
Heritage Family Offices, LLP
- $200 Billion
- Q4 2024
A detailed history of Heritage Family Offices, LLP transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Heritage Family Offices, LLP holds 3,910 shares of EFG stock, worth $408,399. This represents 0.19% of its overall portfolio holdings.
Number of Shares
3,910
Previous 3,407
14.76%
Holding current value
$408,399
Previous $367 Million
3.22%
% of portfolio
0.19%
Previous 0.19%
Shares
3 transactions
Others Institutions Holding EFG
# of Institutions
1,063Shares Held
157MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc30.5MShares$3.19 Billion0.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.15MShares$956 Million0.37% of portfolio
-
Jpmorgan Chase & CO New York, NY7.28MShares$760 Million0.06% of portfolio
-
Jones Financial Companies Lllp6.74MShares$704 Million0.62% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$566 Million5.34% of portfolio