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Total Wealth Planning LLC Buys Shares of 2,967 iShares MSCI EAFE ETF (NYSEARCA:EFA)

Total Wealth Planning LLC acquired a new stake in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) during the 3rd quarter, according to its most recent 13F filing with the SEC. The firm acquired 2,967 shares of the exchange traded fund’s stock, valued at approximately $204,000. Other institutional investors and hedge funds have […]
Bluepath Capital Management Wealth Planning Group Wealth Management Index Fund The Sawyer Company Inc Financial Freedom
Source: wkrb13.com

Kestra Private Wealth Services LLC Acquires 20,569 Shares of iShares MSCI EAFE ETF (NYSEARCA:EFA)

Kestra Private Wealth Services LLC raised its holdings in iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 42.1% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 69,428 shares of the exchange traded fund’s stock after acquiring an additional […]
Financial Freedom Index Fund The Securities Exchange Commission Sawyer Company Inc Fairfield Bush Kestra Private Wealth Services
Source: wkrb13.com

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Oppenheimer Asset Management Inc. Buys 2,550 Shares of iShares MSCI EAFE ETF (NYSEARCA:EFA)

Oppenheimer Asset Management Inc. boosted its stake in iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 1.6% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 160,195 shares of the exchange traded fund’s stock after purchasing an additional 2,550 shares […]
Blackrock Inc Index Fund The Morgan Stanley Exchange Commission Moneta Group Investment Advisors Oppenheimer Asset Management Inc

Atria Investments Inc Boosts Stake in iShares MSCI EAFE ETF (NYSEARCA:EFA)

Atria Investments Inc raised its position in iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 30.1% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 79,100 shares of the exchange traded fund’s stock after buying an additional 18,308 shares during […]
Index Fund The Moneta Group Investment Advisors Morgan Stanley Blackrock Inc Exchange Commission Atria Investments Inc

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