Liberty Wealth Management LLC Msci Eafe Growth ETF Transaction History
Liberty Wealth Management LLC
- $569 Million
- Q3 2024
A detailed history of Liberty Wealth Management LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Liberty Wealth Management LLC holds 46,631 shares of EFG stock, worth $4.62 Million. This represents 0.88% of its overall portfolio holdings.
Number of Shares
46,631
Previous 209,403
77.73%
Holding current value
$4.62 Million
Previous $4.78 Million
5.02%
% of portfolio
0.88%
Previous 0.88%
Shares
18 transactions
Others Institutions Holding EFG
# of Institutions
981Shares Held
137MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc25.2MShares$2.49 Billion0.9% of portfolio
-
Jones Financial Companies Lllp7.69MShares$763 Million0.85% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.28MShares$623 Million0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY5.93MShares$588 Million0.05% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$538 Million5.34% of portfolio