Wrapmanager Inc Spdr Index Shs Fds Msci Eafe F Transaction History

Wrapmanager Inc

$358 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 10, 2021	SELL	$40.85 - $43.7 $98,407 - $105,273	-2,409 Closed	0 $0
Q2 2021 Aug 04, 2021	BUY	$40.76 - $43.07 $98,190 - $103,755	2,409 New	2,409 $201,000

Others Institutions Holding EFAX

# of Institutions

76

Shares Held

4.3M

Call Options Held

0

Put Options Held

0

Betterment LLC New York, NY

1.3M
Shares

$56.2 Million
0.14% of portfolio
Lake Street Advisors Group, LLC

626K
Shares

$27.1 Million
1.24% of portfolio
Gemmer Asset Management LLC

335K
Shares

$14.5 Million
1.48% of portfolio
Flputnam Investment Management CO Portland, ME

252K
Shares

$10.9 Million
0.19% of portfolio
Leith Wheeler Investment Counsel Ltd.

227K
Shares

$9.82 Million
0.81% of portfolio

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