Spectrum Wealth Counsel, LLC Msci Eafe Growth ETF Transaction History
Spectrum Wealth Counsel, LLC
- $851 Billion
- Q4 2024
A detailed history of Spectrum Wealth Counsel, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Spectrum Wealth Counsel, LLC holds 131,870 shares of EFG stock, worth $13.8 Million. This represents 1.5% of its overall portfolio holdings.
Number of Shares
131,870
Previous 155,091
14.97%
Holding current value
$13.8 Million
Previous $16.7 Billion
23.52%
% of portfolio
1.5%
Previous 1.97%
Shares
5 transactions
Others Institutions Holding EFG
# of Institutions
1,063Shares Held
157MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc30.5MShares$3.19 Billion0.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.15MShares$956 Million0.37% of portfolio
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Jpmorgan Chase & CO New York, NY7.28MShares$760 Million0.06% of portfolio
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Jones Financial Companies Lllp6.74MShares$704 Million0.62% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$566 Million5.34% of portfolio