Waller Financial Planning Group, Inc Msci Eafe Growth ETF Transaction History
Waller Financial Planning Group, Inc
- $372 Million
- Q2 2024
A detailed history of Waller Financial Planning Group, Inc transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Waller Financial Planning Group, Inc holds 47,396 shares of EFG stock, worth $5.12 Million. This represents 1.3% of its overall portfolio holdings.
Number of Shares
47,396
Previous 48,659
2.6%
Holding current value
$5.12 Million
Previous $5.05 Million
4.0%
% of portfolio
1.3%
Previous 1.35%
Shares
23 transactions
Others Institutions Holding EFG
# of Institutions
932Shares Held
137MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc26.6MShares$2.87 Billion0.97% of portfolio
-
Jones Financial Companies Lllp7.47MShares$807 Million0.88% of portfolio
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Lpl Financial LLC Fort Mill, SC6.6MShares$713 Million0.34% of portfolio
-
Jpmorgan Chase & CO New York, NY6.16MShares$666 Million0.06% of portfolio
-
Axiom Advisory, LLC San Diego, CA4.97MShares$537 Million5.5% of portfolio