Modera Wealth Management, LLC Msci Eafe Growth ETF Transaction History
Modera Wealth Management, LLC
- $8.42 Billion
- Q3 2025
A detailed history of Modera Wealth Management, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Modera Wealth Management, LLC holds 2,576 shares of EFG stock, worth $298,584. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,576
Previous 2,563
0.51%
Holding current value
$298,584
Previous $287,000
2.09%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding EFG
# of Institutions
1,120Shares Held
108MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc16.9MShares$1.96 Billion0.58% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.07MShares$704 Million0.24% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$629 Million5.34% of portfolio
-
Jpmorgan Chase & CO New York, NY4.87MShares$565 Million0.04% of portfolio
-
Jones Financial Companies Lllp4.66MShares$540 Million0.4% of portfolio