Sage View Advisory Group, LLC Msci Eafe Growth ETF Transaction History
Sage View Advisory Group, LLC
- $1.98 Trillion
- Q1 2024
A detailed history of Sage View Advisory Group, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 2,788,471 shares of EFG stock, worth $291 Million. This represents 13.79% of its overall portfolio holdings.
Number of Shares
2,788,471
Previous 4,891
56912.29%
Holding current value
$291 Million
Previous $477 Million
57097.43%
% of portfolio
13.79%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding EFG
# of Institutions
902Shares Held
107MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc16.9MShares$1.76 Billion0.67% of portfolio
-
Jones Financial Companies Lllp7.61MShares$794 Million1.08% of portfolio
-
Jpmorgan Chase & CO New York, NY4.85MShares$506 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.42MShares$461 Million0.25% of portfolio
-
Morgan Stanley New York, NY3.77MShares$393 Million0.03% of portfolio