Mc Kinley Carter Wealth Services, Inc. Msci Eafe Growth ETF Transaction History
Mc Kinley Carter Wealth Services, Inc.
- $1.62 Billion
- Q3 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 315,484 shares of EFG stock, worth $33.2 Million. This represents 2.1% of its overall portfolio holdings.
Number of Shares
315,484
Previous 278,341
13.34%
Holding current value
$33.2 Million
Previous $28.5 Million
19.27%
% of portfolio
2.1%
Previous 1.85%
Shares
16 transactions
Others Institutions Holding EFG
# of Institutions
942Shares Held
138MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc26.6MShares$2.8 Billion0.97% of portfolio
-
Jones Financial Companies Lllp7.47MShares$786 Million0.88% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.6MShares$694 Million0.34% of portfolio
-
Jpmorgan Chase & CO New York, NY6.16MShares$648 Million0.06% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$570 Million5.34% of portfolio