Beacon Financial Planning, Inc Msci Eafe Growth ETF Transaction History

Beacon Financial Planning, Inc

  • $162 Billion
  • Q3 2024

A detailed history of Beacon Financial Planning, Inc transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Beacon Financial Planning, Inc holds 3,690 shares of EFG stock, worth $361,214. This represents 0.25% of its overall portfolio holdings.

Number of Shares
3,690
Previous 1,992 85.24%
Holding current value
$361,214
Previous $204 Million 94.92%
% of portfolio
0.25%
Previous 0.14%

Shares

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

Oct 24, 2024
BUY
$96.84 - $108.77 $164,434 - $184,691
1,698 Added 85.24%
3,690 $397 Million
Q2 2024

Jul 18, 2024
BUY
$97.17 - $106.25 $193,562 - $211,650
1,992 New
1,992 $204 Million
Q2 2023

Jul 19, 2023
SELL
$93.15 - $96.95 $17,419 - $18,129
-187 Reduced 7.44%
2,328 $222 Million
Q4 2022

Feb 15, 2023
BUY
$72.2 - $88.14 $181,583 - $221,672
2,515 New
2,515 $211 Million

Others Institutions Holding EFG

# of Institutions
983
Shares Held
137M
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
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