Shared Vision Wealth Group LLC Msci Eafe Growth ETF Transaction History
Shared Vision Wealth Group LLC
- $160 Billion
- Q1 2024
A detailed history of Shared Vision Wealth Group LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 37,083 shares of EFG stock, worth $3.9 Million. This represents 2.4% of its overall portfolio holdings.
Number of Shares
37,083
Previous 40,589
8.64%
Holding current value
$3.9 Million
Previous $3.93 Billion
2.09%
% of portfolio
2.4%
Previous 2.63%
Shares
2 transactions
Others Institutions Holding EFG
# of Institutions
903Shares Held
108MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc16.9MShares$1.78 Billion0.67% of portfolio
-
Jones Financial Companies Lllp7.61MShares$800 Million1.08% of portfolio
-
Jpmorgan Chase & CO New York, NY4.85MShares$510 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.42MShares$464 Million0.25% of portfolio
-
Morgan Stanley New York, NY3.77MShares$396 Million0.03% of portfolio