Lineweaver Wealth Advisors, LLC Msci Eafe Growth ETF Transaction History
Lineweaver Wealth Advisors, LLC
- $505 Million
- Q4 2024
A detailed history of Lineweaver Wealth Advisors, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Lineweaver Wealth Advisors, LLC holds 124,650 shares of EFG stock, worth $13.3 Million. This represents 2.39% of its overall portfolio holdings.
Number of Shares
124,650
Previous 116,079
7.38%
Holding current value
$13.3 Million
Previous $12.5 Million
3.41%
% of portfolio
2.39%
Previous 2.52%
Shares
17 transactions
Others Institutions Holding EFG
# of Institutions
1,069Shares Held
157MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc30.5MShares$3.25 Billion0.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.15MShares$973 Million0.37% of portfolio
-
Jpmorgan Chase & CO New York, NY7.28MShares$774 Million0.06% of portfolio
-
Jones Financial Companies Lllp6.74MShares$717 Million0.62% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$577 Million5.34% of portfolio