Steel Peak Wealth Management LLC Msci Eafe Growth ETF Transaction History
Steel Peak Wealth Management LLC
- $2.12 Billion
- Q2 2024
A detailed history of Steel Peak Wealth Management LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 202,808 shares of EFG stock, worth $21.9 Million. This represents 0.98% of its overall portfolio holdings.
Number of Shares
202,808
Previous 115,880
75.02%
Holding current value
$21.9 Million
Previous $12 Million
72.5%
% of portfolio
0.98%
Previous 0.61%
Shares
17 transactions
Others Institutions Holding EFG
# of Institutions
932Shares Held
137MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc26.6MShares$2.87 Billion0.97% of portfolio
-
Jones Financial Companies Lllp7.47MShares$807 Million0.88% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.6MShares$713 Million0.34% of portfolio
-
Jpmorgan Chase & CO New York, NY6.16MShares$666 Million0.06% of portfolio
-
Axiom Advisory, LLC San Diego, CA4.97MShares$537 Million5.5% of portfolio