Tempus Wealth Planning, LLC Msci Eafe Growth ETF Transaction History
Tempus Wealth Planning, LLC
- $255 Million
- Q3 2024
A detailed history of Tempus Wealth Planning, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 11,345 shares of EFG stock, worth $1.12 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
11,345
Previous 9,712
16.81%
Holding current value
$1.12 Million
Previous $993,000
22.96%
% of portfolio
0.48%
Previous 0.44%
Shares
9 transactions
Others Institutions Holding EFG
# of Institutions
979Shares Held
136MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc25.2MShares$2.49 Billion0.9% of portfolio
-
Jones Financial Companies Lllp7.69MShares$761 Million0.85% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.28MShares$621 Million0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY5.93MShares$586 Million0.05% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$536 Million5.34% of portfolio