Beacon Bridge Wealth Partners, LLC Msci Eafe Growth ETF Transaction History

Beacon Bridge Wealth Partners, LLC

$235 Billion
Q4 2024

A detailed history of Beacon Bridge Wealth Partners, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Beacon Bridge Wealth Partners, LLC holds 40,803 shares of EFG stock, worth $4.26 Million. This represents 1.68% of its overall portfolio holdings.

Number of Shares

40,803

Previous 32,633 25.04%

Holding current value

$4.26 Million

Previous $3.51 Billion 12.47%

% of portfolio

1.68%

Previous 1.51%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$96.83 - $106.88 $791,101 - $873,209	8,170 Added 25.04%	40,803 $3.95 Billion
Q3 2024 Nov 12, 2024	BUY	$96.84 - $108.77 $1.31 Million - $1.47 Million	13,531 Added 70.84%	32,633 $3.51 Billion
Q2 2024 Aug 02, 2024	SELL	$97.17 - $106.25 $344,176 - $376,337	-3,542 Reduced 15.64%	19,102 $1.95 Billion
Q1 2024 May 03, 2024	BUY	$93.77 - $104.85 $148,531 - $166,082	1,584 Added 7.52%	22,644 $2.35 Billion
Q4 2023 Feb 09, 2024	BUY	$82.53 - $96.98 $182,886 - $214,907	2,216 Added 11.76%	21,060 $2.04 Billion
Q3 2023 Nov 14, 2023	BUY	$85.55 - $97.39 $1.61 Million - $1.84 Million	18,844 New	18,844 $1.63 Billion

Others Institutions Holding EFG

# of Institutions

1,072

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 Beacon Bridge Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Bridge Wealth Partners, LLC with notifications on news.

Account

Beacon Bridge Wealth Partners, LLC Msci Eafe Growth ETF Transaction History