Wingate Wealth Advisors, Inc. Msci Eafe Growth ETF Transaction History
Wingate Wealth Advisors, Inc.
- $144 Billion
- Q3 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 10,600 shares of EFG stock, worth $1.23 Million. This represents 0.84% of its overall portfolio holdings.
Number of Shares
10,600
Previous 9,802
8.14%
Holding current value
$1.23 Million
Previous $1.1 Billion
9.96%
% of portfolio
0.84%
Previous 0.98%
Shares
4 transactions
Others Institutions Holding EFG
# of Institutions
1,109Shares Held
110MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc16.9MShares$1.96 Billion0.58% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.07MShares$704 Million0.24% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$629 Million5.34% of portfolio
-
Jpmorgan Chase & CO New York, NY4.87MShares$565 Million0.04% of portfolio
-
Jones Financial Companies Lllp4.66MShares$540 Million0.4% of portfolio