Accurate Wealth Management, LLC Msci Eafe Growth ETF Transaction History

Accurate Wealth Management, LLC

  • $486 Million
  • Q4 2024

A detailed history of Accurate Wealth Management, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 3,023 shares of EFG stock, worth $306,834. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,023
Previous 3,585 15.68%
Holding current value
$306,834
Previous $385,000 24.16%
% of portfolio
0.06%
Previous 0.08%

Shares

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

Jan 14, 2025
SELL
$96.83 - $106.88 $54,418 - $60,066
-562 Reduced 15.68%
3,023 $292,000
Q3 2024

Oct 17, 2024
BUY
$96.84 - $108.77 $347,171 - $389,940
3,585 New
3,585 $385,000
Q4 2022

Jan 11, 2023
BUY
$72.2 - $88.14 $15,234 - $18,597
211 New
211 $0

Others Institutions Holding EFG

# of Institutions
1,030
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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