True Wealth Advisors, LLC Msci Eafe Growth ETF Transaction History
True Wealth Advisors, LLC
- $240 Million
- Q1 2024
A detailed history of True Wealth Advisors, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, True Wealth Advisors, LLC holds 3,636 shares of EFG stock, worth $379,380. This represents 0.16% of its overall portfolio holdings.
Number of Shares
3,636
Previous 4,239
14.23%
Holding current value
$379,380
Previous $410,000
8.05%
% of portfolio
0.16%
Previous 0.17%
Shares
14 transactions
Others Institutions Holding EFG
# of Institutions
902Shares Held
107MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc16.9MShares$1.76 Billion0.67% of portfolio
-
Jones Financial Companies Lllp7.61MShares$794 Million1.08% of portfolio
-
Jpmorgan Chase & CO New York, NY4.85MShares$506 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.42MShares$461 Million0.25% of portfolio
-
Morgan Stanley New York, NY3.77MShares$393 Million0.03% of portfolio