Sagace Wealth Management LLC Msci Eafe Growth ETF Transaction History
Sagace Wealth Management LLC
- $134 Billion
- Q2 2025
A detailed history of Sagace Wealth Management LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Sagace Wealth Management LLC holds 39,907 shares of EFG stock, worth $4.4 Million. This represents 3.34% of its overall portfolio holdings.
Number of Shares
39,907
Previous 22,535
77.09%
Holding current value
$4.4 Million
Previous $2.25 Billion
98.34%
% of portfolio
3.34%
Previous 1.7%
Shares
5 transactions
Others Institutions Holding EFG
# of Institutions
1,097Shares Held
120MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc16.9MShares$1.87 Billion0.58% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.75MShares$634 Million0.23% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$598 Million5.34% of portfolio
-
Jones Financial Companies Lllp5.3MShares$585 Million0.48% of portfolio
-
Jpmorgan Chase & CO New York, NY4.87MShares$537 Million0.04% of portfolio