Triad Wealth Partners, LLC Msci Eafe Growth ETF Transaction History
Triad Wealth Partners, LLC
- $322 Billion
- Q1 2025
A detailed history of Triad Wealth Partners, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 58,024 shares of EFG stock, worth $6.06 Million. This represents 1.8% of its overall portfolio holdings.
Number of Shares
58,024
Previous 79,826
27.31%
Holding current value
$6.06 Million
Previous $7.73 Billion
24.93%
% of portfolio
1.8%
Previous 2.79%
Shares
4 transactions
Others Institutions Holding EFG
# of Institutions
1,080Shares Held
120MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc16.8MShares$1.75 Billion0.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.75MShares$600 Million0.23% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$566 Million5.34% of portfolio
-
Jones Financial Companies Lllp5.13MShares$536 Million0.17% of portfolio
-
Jpmorgan Chase & CO New York, NY4.87MShares$508 Million0.04% of portfolio