Mc Kinley Carter Wealth Services, Inc. Msci Eafe Growth ETF Transaction History
Mc Kinley Carter Wealth Services, Inc.
- $1.47 Billion
- Q1 2024
A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 273,602 shares of EFG stock, worth $28.3 Million. This represents 1.94% of its overall portfolio holdings.
Number of Shares
273,602
Previous 263,222
3.94%
Holding current value
$28.3 Million
Previous $25.5 Million
11.39%
% of portfolio
1.94%
Previous 1.89%
Shares
14 transactions
Others Institutions Holding EFG
# of Institutions
903Shares Held
108MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc16.9MShares$1.75 Billion0.67% of portfolio
-
Jones Financial Companies Lllp7.61MShares$788 Million1.08% of portfolio
-
Jpmorgan Chase & CO New York, NY4.85MShares$502 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.42MShares$457 Million0.25% of portfolio
-
Morgan Stanley New York, NY3.77MShares$390 Million0.03% of portfolio