Triad Wealth Partners, LLC Msci Eafe Growth ETF Transaction History
Triad Wealth Partners, LLC
- $188 Billion
- Q3 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 30,280 shares of EFG stock, worth $3.1 Million. This represents 1.73% of its overall portfolio holdings.
Number of Shares
30,280
Previous 197
15270.56%
Holding current value
$3.1 Million
Previous $20.2 Million
16074.48%
% of portfolio
1.73%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding EFG
# of Institutions
954Shares Held
135MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc25.2MShares$2.58 Billion0.9% of portfolio
-
Jones Financial Companies Lllp7.47MShares$766 Million0.88% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.6MShares$676 Million0.34% of portfolio
-
Jpmorgan Chase & CO New York, NY6.16MShares$631 Million0.06% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$556 Million5.34% of portfolio