Wingate Wealth Advisors, Inc. Msci Eafe Growth ETF Transaction History
Wingate Wealth Advisors, Inc.
- $86.9 Billion
- Q1 2025
A detailed history of Wingate Wealth Advisors, Inc. transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Wingate Wealth Advisors, Inc. holds 9,128 shares of EFG stock, worth $922,840. This represents 1.05% of its overall portfolio holdings.
Number of Shares
9,128
Previous 6,658
37.1%
Holding current value
$922,840
Previous $645 Million
41.58%
% of portfolio
1.05%
Previous 0.63%
Shares
2 transactions
Others Institutions Holding EFG
# of Institutions
1,071Shares Held
151MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc30.5MShares$3.09 Billion0.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.15MShares$925 Million0.37% of portfolio
-
Jpmorgan Chase & CO New York, NY7.28MShares$736 Million0.06% of portfolio
-
Jones Financial Companies Lllp6.74MShares$681 Million0.62% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$548 Million5.34% of portfolio