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 $1 Million. This represents 1.05% of its overall portfolio holdings.
Number of Shares
9,128
Previous 6,658
37.1%
Holding current value
$1 Million
Previous $645 Million
41.58%
% of portfolio
1.05%
Previous 0.63%
Shares
2 transactions
Others Institutions Holding EFG
# of Institutions
1,080Shares Held
120MCall Options Held
100Put Options Held
77-
Envestnet Asset Management Inc16.8MShares$1.85 Billion0.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.75MShares$631 Million0.23% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$595 Million5.34% of portfolio
-
Jones Financial Companies Lllp5.3MShares$582 Million0.48% of portfolio
-
Jpmorgan Chase & CO New York, NY4.87MShares$535 Million0.04% of portfolio