Obsidian Personal Planning Solutions LLC Msci Eafe Growth ETF Transaction History
Obsidian Personal Planning Solutions LLC
- $196 Million
- Q4 2024
A detailed history of Obsidian Personal Planning Solutions LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Obsidian Personal Planning Solutions LLC holds 71,743 shares of EFG stock, worth $7.46 Million. This represents 3.54% of its overall portfolio holdings.
Number of Shares
71,743
Previous 65,833
8.98%
Holding current value
$7.46 Million
Previous $7.09 Million
1.98%
% of portfolio
3.54%
Previous 3.5%
Shares
11 transactions
Others Institutions Holding EFG
# of Institutions
1,063Shares Held
157MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc30.5MShares$3.17 Billion0.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.15MShares$951 Million0.37% of portfolio
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Jpmorgan Chase & CO New York, NY7.28MShares$756 Million0.06% of portfolio
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Jones Financial Companies Lllp6.74MShares$700 Million0.62% of portfolio
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Axiom Advisory, LLC San Diego, CA5.42MShares$564 Million5.34% of portfolio