Smart Wealth LLC Msci Eafe Growth ETF Transaction History
Smart Wealth LLC
- $319 Billion
- Q2 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 4,065 shares of EFG stock, worth $471,174. This represents 0.14% of its overall portfolio holdings.
Number of Shares
4,065
Previous 3,303
23.07%
Holding current value
$471,174
Previous $330 Million
37.84%
% of portfolio
0.14%
Previous 0.12%
Shares
4 transactions
Others Institutions Holding EFG
# of Institutions
1,110Shares Held
110MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc16.9MShares$1.96 Billion0.58% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.07MShares$704 Million0.24% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$629 Million5.34% of portfolio
-
Jpmorgan Chase & CO New York, NY4.87MShares$565 Million0.04% of portfolio
-
Jones Financial Companies Lllp4.66MShares$540 Million0.4% of portfolio