Stone Point Wealth LLC Msci Eafe Growth ETF Transaction History
Stone Point Wealth LLC
- $283 Million
- Q1 2024
A detailed history of Stone Point Wealth LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Stone Point Wealth LLC holds 7,353 shares of EFG stock, worth $760,814. This represents 0.27% of its overall portfolio holdings.
Number of Shares
7,353
Previous 6,515
12.86%
Holding current value
$760,814
Previous $630,000
21.11%
% of portfolio
0.27%
Previous 0.25%
Shares
10 transactions
Others Institutions Holding EFG
# of Institutions
916Shares Held
111MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc16.9MShares$1.75 Billion0.67% of portfolio
-
Jones Financial Companies Lllp7.61MShares$787 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