Taylor & Morgan Wealth Management, LLC Msci Eafe Growth ETF Transaction History
Taylor & Morgan Wealth Management, LLC
- $138 Million
- Q4 2024
A detailed history of Taylor & Morgan Wealth Management, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Taylor & Morgan Wealth Management, LLC holds 2,250 shares of EFG stock, worth $228,622. This represents 0.16% of its overall portfolio holdings.
Number of Shares
2,250
Previous 2,234
0.72%
Holding current value
$228,622
Previous $240,000
9.58%
% of portfolio
0.16%
Previous 0.16%
Shares
4 transactions
Others Institutions Holding EFG
# of Institutions
1,008Shares Held
140MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc25.2MShares$2.56 Billion0.9% of portfolio
-
Jones Financial Companies Lllp7.69MShares$782 Million0.85% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.28MShares$638 Million0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY5.93MShares$603 Million0.05% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$551 Million5.34% of portfolio