Peninsula Wealth, LLC Msci Eafe Growth ETF Transaction History
Peninsula Wealth, LLC
- $581 Million
- Q4 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 9,455 shares of EFG stock, worth $1.01 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
9,455
Previous 11,802
19.89%
Holding current value
$1.01 Million
Previous $1.27 Million
27.95%
% of portfolio
0.16%
Previous 0.23%
Shares
3 transactions
Others Institutions Holding EFG
# of Institutions
1,080Shares Held
120MCall Options Held
100Put Options Held
77-
Envestnet Asset Management Inc16.8MShares$1.8 Billion0.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.75MShares$617 Million0.23% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$582 Million5.34% of portfolio
-
Jones Financial Companies Lllp5.3MShares$569 Million0.48% of portfolio
-
Jpmorgan Chase & CO New York, NY4.87MShares$523 Million0.04% of portfolio