Modern Wealth Management, LLC Msci Eafe Growth ETF Transaction History

Modern Wealth Management, LLC

  • $1.65 Trillion
  • Q3 2024

A detailed history of Modern Wealth Management, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 16,235 shares of EFG stock, worth $1.6 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
16,235
Previous 14,132 14.88%
Holding current value
$1.6 Million
Previous $1.45 Billion 20.89%
% of portfolio
0.11%
Previous 0.11%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
BUY
$96.84 - $108.77 $203,654 - $228,743
2,103 Added 14.88%
16,235 $1.75 Billion
Q2 2024

Aug 07, 2024
BUY
$97.17 - $106.25 $941,868 - $1.03 Million
9,693 Added 218.36%
14,132 $1.45 Billion
Q1 2024

May 13, 2024
BUY
$93.77 - $104.85 $416,245 - $465,429
4,439 New
4,439 $457 Million

Others Institutions Holding EFG

# of Institutions
979
Shares Held
136M
Call Options Held
100
Put Options Held
0
View Full List

About MSCI EAFE GROWTH ETF

EFG Quotes by TradingView
  • Ticker EFG
  • Sector ETFs
  • Industry ETFs
More about EFG
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