Sound Financial Strategies Group, LLC Msci Eafe Growth ETF Transaction History
Sound Financial Strategies Group, LLC
- $114 Million
- Q3 2024
A detailed history of Sound Financial Strategies Group, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Sound Financial Strategies Group, LLC holds 4,441 shares of EFG stock, worth $438,948. This represents 0.42% of its overall portfolio holdings.
Number of Shares
4,441
Previous 4,469
0.63%
Holding current value
$438,948
Previous $457,000
4.6%
% of portfolio
0.42%
Previous 0.44%
Shares
10 transactions
Others Institutions Holding EFG
# of Institutions
979Shares Held
136MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc25.2MShares$2.49 Billion0.9% of portfolio
-
Jones Financial Companies Lllp7.69MShares$761 Million0.85% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.28MShares$621 Million0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY5.93MShares$586 Million0.05% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$536 Million5.34% of portfolio