Org Wealth Partners, LLC Msci Eafe Growth ETF Transaction History

Org Wealth Partners, LLC

  • $221 Million
  • Q1 2025

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 2,378 shares of EFG stock, worth $264,718. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,378
Previous 2,203 7.94%
Holding current value
$264,718
Previous $213,000 11.27%
% of portfolio
0.11%
Previous 0.15%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
BUY
$96.1 - $106.37 $16,817 - $18,614
175 Added 7.94%
2,378 $237,000
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
1,083
Shares Held
120M
Call Options Held
100
Put Options Held
77
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 Org Wealth Partners, LLC Portfolio

Follow Org Wealth Partners, 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 Org Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Org Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email