West Wealth Group, LLC Msci Eafe Growth ETF Transaction History
West Wealth Group, LLC
- $280 Million
- Q2 2024
A detailed history of West Wealth Group, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, West Wealth Group, LLC holds 164,112 shares of EFG stock, worth $17.5 Million. This represents 5.99% of its overall portfolio holdings.
Number of Shares
164,112
Previous 117,173
40.06%
Holding current value
$17.5 Million
Previous $12.2 Million
38.05%
% of portfolio
5.99%
Previous 4.54%
Shares
11 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