Morris Financial Concepts, Inc. Msci Eafe Growth ETF Transaction History
Morris Financial Concepts, Inc.
- $229 Million
- Q3 2024
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 6,314 shares of EFG stock, worth $618,077. This represents 0.3% of its overall portfolio holdings.
Number of Shares
6,314
Previous 3,555
77.61%
Holding current value
$618,077
Previous $363,000
87.05%
% of portfolio
0.3%
Previous 0.18%
Shares
3 transactions
Others Institutions Holding EFG
# of Institutions
983Shares Held
137MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc25.2MShares$2.46 Billion0.9% of portfolio
-
Jones Financial Companies Lllp7.69MShares$753 Million0.85% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.28MShares$615 Million0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY5.93MShares$581 Million0.05% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$531 Million5.34% of portfolio