9258 Wealth Management, LLC Msci Eafe Growth ETF Transaction History

9258 Wealth Management, LLC

  • $664 Million
  • Q3 2024

A detailed history of 9258 Wealth Management, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 5,508 shares of EFG stock, worth $607,697. This represents 0.09% of its overall portfolio holdings.

Number of Shares
5,508
Previous 5,516 0.15%
Holding current value
$607,697
Previous $564,000 4.96%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Nov 12, 2024
SELL
$96.84 - $108.77 $774 - $870
-8 Reduced 0.15%
5,508 $592,000
Q2 2024

Aug 02, 2024
BUY
$97.17 - $106.25 $1,360 - $1,487
14 Added 0.25%
5,516 $564,000
Q1 2024

May 03, 2024
BUY
$93.77 - $104.85 $7,689 - $8,597
82 Added 1.51%
5,502 $571,000
Q4 2023

Feb 06, 2024
SELL
$82.53 - $96.98 $7,262 - $8,534
-88 Reduced 1.6%
5,420 $524,000
Q3 2023

Nov 08, 2023
BUY
$85.55 - $97.39 $116,091 - $132,158
1,357 Added 32.69%
5,508 $475,000
Q2 2023

Aug 08, 2023
BUY
$93.15 - $96.95 $26,734 - $27,824
287 Added 7.43%
4,151 $396,000
Q4 2022

Feb 03, 2023
SELL
$72.2 - $88.14 $69,239 - $84,526
-959 Reduced 19.88%
3,864 $323,000
Q3 2022

Nov 08, 2022
SELL
$71.9 - $88.11 $107,778 - $132,076
-1,499 Reduced 23.71%
4,823 $350,000
Q1 2022

May 13, 2022
SELL
$87.3 - $110.53 $32,301 - $40,896
-370 Reduced 5.53%
6,322 $609,000
Q4 2021

Feb 11, 2022
BUY
$105.06 - $113.44 $424,127 - $457,957
4,037 Added 152.05%
6,692 $738,000
Q3 2021

Nov 12, 2021
BUY
$105.79 - $113.94 $846 - $911
8 Added 0.3%
2,655 $283,000
Q2 2021

Aug 13, 2021
SELL
$102.07 - $109.39 $5,103 - $5,469
-50 Reduced 1.85%
2,647 $284,000
Q4 2019

Feb 06, 2020
BUY
$78.11 - $86.74 $210,662 - $233,937
2,697 New
2,697 $233,000

Others Institutions Holding EFG

# of Institutions
1,103
Shares Held
115M
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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