Soa Wealth Advisors, Llc. Msci Eafe Growth ETF Transaction History
Soa Wealth Advisors, Llc.
- $850 Million
- Q1 2025
A detailed history of Soa Wealth Advisors, Llc. transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 41,809 shares of EFG stock, worth $4.32 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
41,809
Previous 41,736
0.17%
Holding current value
$4.32 Million
Previous $4.04 Million
4.33%
% of portfolio
0.5%
Previous 0.76%
Shares
18 transactions
Others Institutions Holding EFG
# of Institutions
1,078Shares Held
151MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc30.5MShares$3.16 Billion0.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.15MShares$946 Million0.37% of portfolio
-
Jpmorgan Chase & CO New York, NY7.28MShares$752 Million0.06% of portfolio
-
Jones Financial Companies Lllp6.74MShares$696 Million0.62% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$560 Million5.34% of portfolio