Smart Wealth LLC Msci Eafe Growth ETF Transaction History
Smart Wealth LLC
- $279 Billion
- Q1 2025
A detailed history of Smart Wealth LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Smart Wealth LLC holds 3,303 shares of EFG stock, worth $344,701. This represents 0.12% of its overall portfolio holdings.
Number of Shares
3,303
Previous 2,878
14.77%
Holding current value
$344,701
Previous $279 Million
18.52%
% of portfolio
0.12%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding EFG
# of Institutions
1,084Shares Held
126MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc16.8MShares$1.75 Billion0.56% of portfolio
-
Jpmorgan Chase & CO New York, NY7.28MShares$759 Million0.06% of portfolio
-
Jones Financial Companies Lllp6.74MShares$703 Million0.62% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.75MShares$600 Million0.23% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$566 Million5.34% of portfolio