Advocacy Wealth Management Services, LLC Msci Eafe Growth ETF Transaction History

Advocacy Wealth Management Services, LLC

$1.22 Billion
Q4 2024

A detailed history of Advocacy Wealth Management Services, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Advocacy Wealth Management Services, LLC holds 458,465 shares of EFG stock, worth $48.8 Million. This represents 3.63% of its overall portfolio holdings.

Number of Shares

458,465

Previous 298,764 53.45%

Holding current value

$48.8 Million

Previous $32.2 Million 38.03%

% of portfolio

3.63%

Previous 2.75%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$96.83 - $106.88 $15.5 Million - $17.1 Million	159,701 Added 53.45%	458,465 $44.4 Million
Q3 2024 Oct 31, 2024	SELL	$96.84 - $108.77 $4.28 Million - $4.8 Million	-44,168 Reduced 12.88%	298,764 $32.2 Million
Q2 2024 Jul 10, 2024	BUY	$97.17 - $106.25 $21.3 Million - $23.3 Million	219,384 Added 177.57%	342,932 $35.1 Million
Q1 2024 Apr 15, 2024	SELL	$93.77 - $104.85 $8.64 Million - $9.66 Million	-92,133 Reduced 42.72%	123,548 $12.8 Million
Q4 2023 Jan 23, 2024	BUY	$82.53 - $96.98 $17.8 Million - $20.9 Million	215,681 New	215,681 $20.9 Million
Q2 2022 Jul 06, 2022	SELL	$77.95 - $97.78 $8,106 - $10,169	-104 Closed	0 $0
Q1 2022 Apr 04, 2022	BUY	$87.3 - $110.53 $9,079 - $11,495	104 New	104 $10,000
Q1 2018 Apr 12, 2018	SELL	$77.76 - $85.74 $18,118 - $19,977	-233 Closed	0 $0
Q3 2017 Oct 13, 2017	BUY	$76.75 - $77.39 $17,882 - $18,031	233	233 $18,000

Others Institutions Holding EFG

# of Institutions

1,069

Shares Held

157M

Call Options Held

100

Put Options Held

View Full List

About MSCI EAFE GROWTH ETF

Ticker EFG
Sector ETFs
Industry ETFs

More about EFG

Track This Portfolio

Portfolio Update

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

News

Stay updated on Advocacy Wealth Management Services, LLC with notifications on news.

Account

Advocacy Wealth Management Services, LLC Msci Eafe Growth ETF Transaction History