Modern Wealth Management, LLC Msci Eafe Growth ETF Transaction History

Modern Wealth Management, LLC

  • $2.86 Trillion
  • Q4 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 46,982 shares of EFG stock, worth $4.88 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
46,982
Previous 16,235 189.39%
Holding current value
$4.88 Million
Previous $1.75 Billion 175.2%
% of portfolio
0.17%
Previous 0.11%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$96.83 - $106.88 $2.98 Million - $3.29 Million
30,747 Added 189.39%
46,982 $4.81 Billion
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
1,063
Shares Held
157M
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
Track This Portfolio

Track Modern Wealth Management, LLC Portfolio

Follow Modern Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modern Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email