Atria Wealth Solutions, Inc. Msci Eafe Growth ETF Transaction History

Atria Wealth Solutions, Inc.

$7.87 Billion
Q1 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 263,736 shares of EFG stock, worth $29 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

263,736

Previous 436,568 39.59%

Holding current value

$29 Million

Previous $42.3 Million 37.61%

% of portfolio

0.33%

Previous 0.48%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$96.1 - $106.37 $16.6 Million - $18.4 Million	-172,832 Reduced 39.59%	263,736 $26.4 Million
Q4 2024 Jan 31, 2025	BUY	$96.83 - $106.88 $6.51 Million - $7.19 Million	67,247 Added 18.21%	436,568 $42.3 Million
Q3 2024 Nov 08, 2024	SELL	$96.84 - $108.77 $930,922 - $1.05 Million	-9,613 Reduced 2.54%	369,321 $39.8 Million
Q2 2024 Jul 22, 2024	BUY	$97.17 - $106.25 $11.6 Million - $12.6 Million	119,028 Added 45.8%	378,934 $38.8 Million
Q1 2024 May 13, 2024	BUY	$93.77 - $104.85 $1.79 Million - $2.01 Million	19,134 Added 7.95%	259,906 $27 Million
Q4 2023 Feb 02, 2024	SELL	$82.53 - $96.98 $8.24 Million - $9.68 Million	-99,806 Reduced 29.3%	240,772 $23.3 Million
Q3 2023 Nov 08, 2023	SELL	$85.55 - $97.39 $4.34 Million - $4.94 Million	-50,744 Reduced 12.97%	340,578 $29.4 Million
Q2 2023 Aug 03, 2023	BUY	$93.15 - $96.95 $11.5 Million - $12 Million	123,672 Added 46.21%	391,322 $37.3 Million
Q1 2023 Aug 22, 2023	SELL	$84.36 - $93.68 $499,664 - $554,866	-5,923 Reduced 1.51%	385,399 $36.1 Million
Q1 2023 Jun 14, 2023	SELL	$84.36 - $93.68 $9.93 Million - $11 Million	-117,749 Reduced 30.55%	267,650 $25.1 Million
Q1 2023 May 10, 2023	BUY	$84.36 - $93.68 $9.92 Million - $11 Million	117,606 Added 43.92%	385,399 $36.1 Million
Q4 2022 Aug 30, 2023	SELL	$72.2 - $88.14 $8.93 Million - $10.9 Million	-123,672 Reduced 31.6%	267,650 $22.4 Million
Q4 2022 Feb 13, 2023	SELL	$72.2 - $88.14 $1.26 Million - $1.54 Million	-17,484 Reduced 6.13%	267,793 $22.4 Million
Q3 2022 Feb 13, 2023	BUY	$71.9 - $88.11 $238,348 - $292,084	3,315 Added 1.18%	285,277 $20.8 Million
Q3 2022 Nov 14, 2022	BUY	$71.9 - $88.11 $6.98 Million - $8.56 Million	97,114 Added 52.54%	281,962 $20.5 Million
Q2 2022 Aug 15, 2022	BUY	$77.95 - $97.78 $426,464 - $534,954	5,471 Added 3.05%	184,848 $14.9 Million
Q1 2022 May 16, 2022	BUY	$87.3 - $110.53 $15.7 Million - $19.8 Million	179,377 New	179,377 $17.3 Million

Others Institutions Holding EFG

# of Institutions

1,080

Shares Held

120M

Call Options Held

100

Put Options Held

View Full List

About MSCI EAFE GROWTH ETF

Ticker EFG
Sector ETFs
Industry ETFs

More about EFG

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Atria Wealth Solutions, Inc. Msci Eafe Growth ETF Transaction History