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

Advocacy Wealth Management Services, LLC

  • $1.07 Billion
  • Q1 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 123,548 shares of EFG stock, worth $12.8 Million. This represents 1.2% of its overall portfolio holdings.

Number of Shares
123,548
Previous 215,681 42.72%
Holding current value
$12.8 Million
Previous $20.9 Million 38.61%
% of portfolio
1.2%
Previous 1.99%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
903
Shares Held
108M
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
Track This Portfolio

Track Advocacy Wealth Management Services, LLC Portfolio

Follow Advocacy Wealth Management Services, 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 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.

Choose your preferred platform and Sign Up 👇 Telegram Email