Org Wealth Partners, LLC Msci Eafe Growth ETF Transaction History

Org Wealth Partners, LLC

  • $139 Million
  • Q4 2024

A detailed history of Org Wealth Partners, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Org Wealth Partners, LLC holds 2,203 shares of EFG stock, worth $225,895. This represents 0.15% of its overall portfolio holdings.

Number of Shares
2,203
Previous 1,663 32.47%
Holding current value
$225,895
Previous $179 Million 99.88%
% of portfolio
0.15%
Previous 0.06%

Shares

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

Jan 10, 2025
BUY
$96.83 - $106.88 $52,288 - $57,715
540 Added 32.47%
2,203 $213,000
Q3 2024

Oct 11, 2024
BUY
$96.84 - $108.77 $161,044 - $180,884
1,663 New
1,663 $179 Million

Others Institutions Holding EFG

# of Institutions
1,025
Shares Held
141M
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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