Modern Wealth Management, LLC Msci Eafe Growth ETF Transaction History
Modern Wealth Management, LLC
- $1.65 Trillion
- Q3 2024
A detailed history of Modern Wealth Management, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 16,235 shares of EFG stock, worth $1.6 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
16,235
Previous 14,132
14.88%
Holding current value
$1.6 Million
Previous $1.45 Billion
20.89%
% of portfolio
0.11%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding EFG
# of Institutions
979Shares Held
136MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc25.2MShares$2.47 Billion0.9% of portfolio
-
Jones Financial Companies Lllp7.69MShares$756 Million0.85% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.28MShares$617 Million0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY5.93MShares$583 Million0.05% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$533 Million5.34% of portfolio