Simplicity Wealth,Llc Msci Eafe Growth ETF Transaction History
Simplicity Wealth,Llc
- $2.26 Billion
- Q2 2025
A detailed history of Simplicity Wealth,Llc transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Simplicity Wealth,Llc holds 125,864 shares of EFG stock, worth $14.2 Million. This represents 0.62% of its overall portfolio holdings.
Number of Shares
125,864
Previous 66,707
88.68%
Holding current value
$14.2 Million
Previous $6.73 Million
109.57%
% of portfolio
0.62%
Previous 0.56%
Shares
14 transactions
Others Institutions Holding EFG
# of Institutions
1,087Shares Held
120MCall Options Held
100Put Options Held
77-
Envestnet Asset Management Inc16.8MShares$1.9 Billion0.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.75MShares$650 Million0.23% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$613 Million5.34% of portfolio
-
Jones Financial Companies Lllp5.3MShares$599 Million0.48% of portfolio
-
Jpmorgan Chase & CO New York, NY4.87MShares$551 Million0.04% of portfolio