Wealth Plan Partners, LLC Msci Eafe Growth ETF Transaction History
Wealth Plan Partners, LLC
- $931 Billion
- Q2 2024
A detailed history of Wealth Plan Partners, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 26,348 shares of EFG stock, worth $2.81 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
26,348
Previous 18,642
41.34%
Holding current value
$2.81 Million
Previous $1.93 Billion
39.31%
% of portfolio
0.29%
Previous 0.2%
Shares
24 transactions
Others Institutions Holding EFG
# of Institutions
934Shares Held
137MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc26.6MShares$2.84 Billion0.97% of portfolio
-
Jones Financial Companies Lllp7.47MShares$798 Million0.88% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.6MShares$704 Million0.34% of portfolio
-
Jpmorgan Chase & CO New York, NY6.16MShares$658 Million0.06% of portfolio
-
Axiom Advisory, LLC San Diego, CA4.97MShares$530 Million5.5% of portfolio