Sfmg, LLC Ecofin Global Water Esg Fund Transaction History

Sfmg, LLC

$1.14 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 06, 2021	SELL	$42.35 - $45.7 $343,289 - $370,444	-8,106 Closed	0 $0
Q1 2021 May 03, 2021	BUY	$39.41 - $42.09 $319,457 - $341,181	8,106 New	8,106 $337,000

Others Institutions Holding EBLU

# of Institutions

33

Shares Held

282K

Call Options Held

0

Put Options Held

0

Wcg Wealth Advisors LLC Las Vegas, NV

38.2K
Shares

$1.84 Million
0.13% of portfolio
Equitable Holdings, Inc. New York, NY

30.8K
Shares

$1.48 Million
0.02% of portfolio
Colorado Capital Management, Inc.

25K
Shares

$1.21 Million
0.62% of portfolio
Clayton Financial Group LLC St. Louis, MO

20.5K
Shares

$986,340
0.38% of portfolio
Lpl Financial LLC Fort Mill, SC

20.3K
Shares

$977,001
0.0% of portfolio

About ECOFIN GLOBAL WATER ESG FUND

Ticker EBLU
Sector ETFs
Industry ETFs

More about EBLU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sfmg, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sfmg, LLC with notifications on news.