Lineweaver Wealth Advisors, LLC Msci Eafe Growth ETF Transaction History
Lineweaver Wealth Advisors, LLC
- $419 Million
- Q1 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 111,437 shares of EFG stock, worth $11.4 Million. This represents 2.76% of its overall portfolio holdings.
Number of Shares
111,437
Previous 109,665
1.62%
Holding current value
$11.4 Million
Previous $10.6 Million
8.9%
% of portfolio
2.76%
Previous 2.76%
Shares
14 transactions
Others Institutions Holding EFG
# of Institutions
901Shares Held
107MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc16.9MShares$1.73 Billion0.67% of portfolio
-
Jones Financial Companies Lllp7.61MShares$779 Million1.08% of portfolio
-
Jpmorgan Chase & CO New York, NY4.85MShares$497 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.42MShares$452 Million0.25% of portfolio
-
Morgan Stanley New York, NY3.77MShares$386 Million0.03% of portfolio