Wr Wealth Planners, LLC Msci Eafe Growth ETF Transaction History
Wr Wealth Planners, LLC
- $301 Million
- Q4 2024
A detailed history of Wr Wealth Planners, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 8,712 shares of EFG stock, worth $884,268. This represents 0.28% of its overall portfolio holdings.
Number of Shares
8,712
Previous 19,775
55.94%
Holding current value
$884,268
Previous $2.13 Million
60.39%
% of portfolio
0.28%
Previous 0.61%
Shares
12 transactions
Others Institutions Holding EFG
# of Institutions
1,030Shares Held
141MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc25.2MShares$2.55 Billion0.9% of portfolio
-
Jones Financial Companies Lllp6.74MShares$684 Million0.62% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.28MShares$637 Million0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY5.93MShares$602 Million0.05% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$550 Million5.34% of portfolio