Triad Wealth Partners, LLC Msci Eafe Growth ETF Transaction History
Triad Wealth Partners, LLC
- $277 Billion
- Q4 2024
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 79,826 shares of EFG stock, worth $8.3 Million. This represents 2.79% of its overall portfolio holdings.
Number of Shares
79,826
Previous 30,280
163.63%
Holding current value
$8.3 Million
Previous $3.26 Billion
137.13%
% of portfolio
2.79%
Previous 1.73%
Shares
3 transactions
Others Institutions Holding EFG
# of Institutions
1,063Shares Held
157MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc30.5MShares$3.17 Billion0.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.15MShares$951 Million0.37% of portfolio
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Jpmorgan Chase & CO New York, NY7.28MShares$756 Million0.06% of portfolio
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Jones Financial Companies Lllp6.74MShares$700 Million0.62% of portfolio
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Axiom Advisory, LLC San Diego, CA5.42MShares$564 Million5.34% of portfolio