True Wealth Design, LLC Msci Eafe Growth ETF Transaction History
True Wealth Design, LLC
- $256 Billion
- Q3 2024
Shares
1 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
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Jones Financial Companies Lllp7.69MShares$761 Million0.85% of portfolio
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Lpl Financial LLC Fort Mill, SC6.28MShares$621 Million0.31% of portfolio
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Jpmorgan Chase & CO New York, NY5.93MShares$586 Million0.05% of portfolio
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Axiom Advisory, LLC San Diego, CA5.42MShares$536 Million5.34% of portfolio