Peninsula Wealth, LLC Msci Eafe Growth ETF Transaction History
Peninsula Wealth, LLC
- $558 Million
- Q3 2024
A detailed history of Peninsula Wealth, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Peninsula Wealth, LLC holds 11,802 shares of EFG stock, worth $1.16 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
11,802
Previous 10,272
14.89%
Holding current value
$1.16 Million
Previous $1.05 Million
20.95%
% of portfolio
0.23%
Previous 0.2%
Shares
2 transactions
Others Institutions Holding EFG
# of Institutions
979Shares Held
136MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc25.2MShares$2.47 Billion0.9% of portfolio
-
Jones Financial Companies Lllp7.69MShares$756 Million0.85% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.28MShares$617 Million0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY5.93MShares$583 Million0.05% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$533 Million5.34% of portfolio