Morris Financial Concepts, Inc. Msci Eafe Growth ETF Transaction History
Morris Financial Concepts, Inc.
- $234 Million
- Q1 2025
A detailed history of Morris Financial Concepts, Inc. transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 8,399 shares of EFG stock, worth $922,126. This represents 0.36% of its overall portfolio holdings.
Number of Shares
8,399
Previous 7,334
14.52%
Holding current value
$922,126
Previous $710,000
18.17%
% of portfolio
0.36%
Previous 0.31%
Shares
5 transactions
Others Institutions Holding EFG
# of Institutions
1,080Shares Held
120MCall Options Held
100Put Options Held
77-
Envestnet Asset Management Inc16.8MShares$1.85 Billion0.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.75MShares$631 Million0.23% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$595 Million5.34% of portfolio
-
Jones Financial Companies Lllp5.3MShares$582 Million0.48% of portfolio
-
Jpmorgan Chase & CO New York, NY4.87MShares$535 Million0.04% of portfolio