One Wealth Management Investment & Advisory Services, LLC Msci Eafe Growth ETF Transaction History
One Wealth Management Investment & Advisory Services, LLC
- $251 Billion
- Q2 2024
A detailed history of One Wealth Management Investment & Advisory Services, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, One Wealth Management Investment & Advisory Services, LLC holds 60,215 shares of EFG stock, worth $6.5 Million. This represents 2.45% of its overall portfolio holdings.
Number of Shares
60,215
Previous 45,365
32.73%
Holding current value
$6.5 Million
Previous $4.71 Billion
30.83%
% of portfolio
2.45%
Previous 1.93%
Shares
3 transactions
Others Institutions Holding EFG
# of Institutions
932Shares Held
137MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc26.6MShares$2.87 Billion0.97% of portfolio
-
Jones Financial Companies Lllp7.47MShares$807 Million0.88% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.6MShares$713 Million0.34% of portfolio
-
Jpmorgan Chase & CO New York, NY6.16MShares$666 Million0.06% of portfolio
-
Axiom Advisory, LLC San Diego, CA4.97MShares$537 Million5.5% of portfolio