Legacy Wealth Planning, LLC Msci Eafe Growth ETF Transaction History
Legacy Wealth Planning, LLC
- $60.4 Million
- Q3 2022
A detailed history of Legacy Wealth Planning, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Legacy Wealth Planning, LLC holds 21,996 shares of EFG stock, worth $2.15 Million. This represents 2.64% of its overall portfolio holdings.
Number of Shares
21,996
Previous 22,184
0.85%
Holding current value
$2.15 Million
Previous $1.79 Million
10.64%
% of portfolio
2.64%
Previous 2.56%
Shares
13 transactions
Others Institutions Holding EFG
# of Institutions
983Shares Held
137MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc25.2MShares$2.46 Billion0.9% of portfolio
-
Jones Financial Companies Lllp7.69MShares$751 Million0.85% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.28MShares$613 Million0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY5.93MShares$579 Million0.05% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$529 Million5.34% of portfolio