Total Wealth Planning, LLC Msci Eafe Growth ETF Transaction History
Total Wealth Planning, LLC
- $604 Million
- Q4 2024
A detailed history of Total Wealth Planning, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Total Wealth Planning, LLC holds 21,379 shares of EFG stock, worth $2.2 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
21,379
Previous 13,522
58.11%
Holding current value
$2.2 Million
Previous $1.46 Million
42.27%
% of portfolio
0.34%
Previous 0.24%
Shares
14 transactions
Others Institutions Holding EFG
# of Institutions
1,073Shares Held
157MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc30.5MShares$3.15 Billion0.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.15MShares$944 Million0.37% of portfolio
-
Jpmorgan Chase & CO New York, NY7.28MShares$750 Million0.06% of portfolio
-
Jones Financial Companies Lllp6.74MShares$695 Million0.62% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$559 Million5.34% of portfolio