Monterey Private Wealth, Inc. Msci Eafe Growth ETF Transaction History
Monterey Private Wealth, Inc.
- $338 Million
- Q1 2025
A detailed history of Monterey Private Wealth, Inc. transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 2,449 shares of EFG stock, worth $266,573. This represents 0.07% of its overall portfolio holdings.
Number of Shares
2,449Holding current value
$266,573% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding EFG
# of Institutions
1,093Shares Held
120MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc16.9MShares$1.84 Billion0.58% of portfolio
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Lpl Financial LLC Fort Mill, SC5.75MShares$626 Million0.23% of portfolio
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Axiom Advisory, LLC San Diego, CA5.42MShares$590 Million5.34% of portfolio
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Jones Financial Companies Lllp5.3MShares$577 Million0.48% of portfolio
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Jpmorgan Chase & CO New York, NY4.87MShares$530 Million0.04% of portfolio