Wealth Trak Capital Management LLC Msci Eafe Growth ETF Transaction History
Wealth Trak Capital Management LLC
- $116 Billion
- Q1 2025
A detailed history of Wealth Trak Capital Management LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Wealth Trak Capital Management LLC holds 5,779 shares of EFG stock, worth $603,096. This represents 0.5% of its overall portfolio holdings.
Number of Shares
5,779
Previous 11,720
50.69%
Holding current value
$603,096
Previous $1.13 Billion
49.08%
% of portfolio
0.5%
Previous 0.96%
Shares
2 transactions
Others Institutions Holding EFG
# of Institutions
1,080Shares Held
120MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc16.8MShares$1.75 Billion0.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.75MShares$600 Million0.23% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$566 Million5.34% of portfolio
-
Jones Financial Companies Lllp5.13MShares$536 Million0.17% of portfolio
-
Jpmorgan Chase & CO New York, NY4.87MShares$508 Million0.04% of portfolio