Modern Wealth Management, LLC Msci Eafe Growth ETF Transaction History
Modern Wealth Management, LLC
- $1.37 Trillion
- Q2 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 14,132 shares of EFG stock, worth $1.43 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
14,132
Previous 4,439
218.36%
Holding current value
$1.43 Million
Previous $457 Million
216.28%
% of portfolio
0.11%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding EFG
# of Institutions
956Shares Held
137MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc26.6MShares$2.69 Billion0.97% of portfolio
-
Jones Financial Companies Lllp7.47MShares$756 Million0.88% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.6MShares$667 Million0.34% of portfolio
-
Jpmorgan Chase & CO New York, NY6.16MShares$623 Million0.06% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$548 Million5.34% of portfolio