Southern Wealth Management, LLP Msci Eafe Growth ETF Transaction History
Southern Wealth Management, LLP
- $258 Million
- Q1 2023
A detailed history of Southern Wealth Management, LLP transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Southern Wealth Management, LLP holds 40,132 shares of EFG stock, worth $4.15 Million. This represents 1.46% of its overall portfolio holdings.
Number of Shares
40,132
Previous 52,714
23.87%
Holding current value
$4.15 Million
Previous $4.42 Million
14.86%
% of portfolio
1.46%
Previous 1.77%
Shares
13 transactions
Others Institutions Holding EFG
# of Institutions
901Shares Held
107MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc16.9MShares$1.75 Billion0.67% of portfolio
-
Jones Financial Companies Lllp7.61MShares$788 Million1.08% of portfolio
-
Jpmorgan Chase & CO New York, NY4.85MShares$502 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.42MShares$457 Million0.25% of portfolio
-
Morgan Stanley New York, NY3.77MShares$390 Million0.03% of portfolio