Lifeworks Advisors, LLC Msci Eafe Growth ETF Transaction History
Lifeworks Advisors, LLC
- $496 Million
- Q3 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 8,781 shares of EFG stock, worth $859,572. This represents 0.19% of its overall portfolio holdings.
Number of Shares
8,781
Previous 8,292
5.9%
Holding current value
$859,572
Previous $848,000
11.44%
% of portfolio
0.19%
Previous 0.24%
Shares
3 transactions
Others Institutions Holding EFG
# of Institutions
978Shares Held
136MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc25.2MShares$2.46 Billion0.9% of portfolio
-
Jones Financial Companies Lllp7.69MShares$753 Million0.85% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.28MShares$615 Million0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY5.93MShares$581 Million0.05% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$531 Million5.34% of portfolio