Sagace Wealth Management LLC Msci Eafe Growth ETF Transaction History
Sagace Wealth Management LLC
- $132 Billion
- Q1 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 22,535 shares of EFG stock, worth $2.35 Million. This represents 1.7% of its overall portfolio holdings.
Number of Shares
22,535
Previous 21,236
6.12%
Holding current value
$2.35 Million
Previous $2.06 Billion
9.59%
% of portfolio
1.7%
Previous 1.54%
Shares
4 transactions
Others Institutions Holding EFG
# of Institutions
1,080Shares Held
132MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc16.8MShares$1.75 Billion0.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.15MShares$955 Million0.37% of portfolio
-
Jpmorgan Chase & CO New York, NY7.28MShares$759 Million0.06% of portfolio
-
Jones Financial Companies Lllp6.74MShares$703 Million0.62% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$566 Million5.34% of portfolio