A detailed history of Atlantic Edge Private Wealth Management, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Atlantic Edge Private Wealth Management, LLC holds 860 shares of EFG stock, worth $84,185. This represents 0.03% of its overall portfolio holdings.

Number of Shares
860
Previous 970 11.34%
Holding current value
$84,185
Previous $99.2 Million 6.7%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 06, 2024

SELL
$96.84 - $108.77 $10,652 - $11,964
-110 Reduced 11.34%
860 $92.6 Million
Q2 2024

Jul 26, 2024

BUY
$97.17 - $106.25 $60,731 - $66,406
625 Added 181.16%
970 $99.2 Million
Q4 2023

Feb 08, 2024

BUY
$82.53 - $96.98 $28,472 - $33,458
345 New
345 $33.4 Million

Others Institutions Holding EFG

About MSCI EAFE GROWTH ETF


  • Ticker EFG
  • Sector ETFs
  • Industry ETFs
More about EFG
Track This Portfolio

Track Atlantic Edge Private Wealth Management, LLC Portfolio

Follow Atlantic Edge Private Wealth Management, 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 Atlantic Edge Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atlantic Edge Private Wealth Management, LLC with notifications on news.