Optivise Advisory Services LLC Msci Eafe Growth ETF Transaction History
Optivise Advisory Services LLC
- $168 Billion
- Q3 2025
A detailed history of Optivise Advisory Services LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Optivise Advisory Services LLC holds 6,782 shares of EFG stock, worth $786,101. This represents 0.46% of its overall portfolio holdings.
Number of Shares
6,782
Previous 8,843
23.31%
Holding current value
$786,101
Previous $990 Million
22.01%
% of portfolio
0.46%
Previous 0.51%
Shares
6 transactions
Others Institutions Holding EFG
# of Institutions
1,106Shares Held
113MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc16.9MShares$1.96 Billion0.58% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.07MShares$704 Million0.24% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$629 Million5.34% of portfolio
-
Jpmorgan Chase & CO New York, NY4.87MShares$565 Million0.04% of portfolio
-
Jones Financial Companies Lllp4.66MShares$540 Million0.4% of portfolio