Lifeworks Advisors, LLC Msci Eafe Growth ETF Transaction History
Lifeworks Advisors, LLC
- $539 Million
- Q4 2024
A detailed history of Lifeworks Advisors, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 9,668 shares of EFG stock, worth $974,921. This represents 0.17% of its overall portfolio holdings.
Number of Shares
9,668
Previous 8,781
10.1%
Holding current value
$974,921
Previous $945,000
0.95%
% of portfolio
0.17%
Previous 0.19%
Shares
4 transactions
Others Institutions Holding EFG
# of Institutions
1,075Shares Held
157MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc30.5MShares$3.08 Billion0.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.15MShares$923 Million0.37% of portfolio
-
Jpmorgan Chase & CO New York, NY7.28MShares$734 Million0.06% of portfolio
-
Jones Financial Companies Lllp6.74MShares$679 Million0.62% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$547 Million5.34% of portfolio