Cerro Pacific Wealth Advisors LLC Msci Eafe Growth ETF Transaction History

Cerro Pacific Wealth Advisors LLC

  • $294 Million
  • Q1 2025

A detailed history of Cerro Pacific Wealth Advisors LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Cerro Pacific Wealth Advisors LLC holds 38,864 shares of EFG stock, worth $4.02 Million. This represents 1.33% of its overall portfolio holdings.

Number of Shares
38,864
Previous 46,553 16.52%
Holding current value
$4.02 Million
Previous $4.51 Million 13.05%
% of portfolio
1.33%
Previous 1.52%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 08, 2025
SELL
$96.1 - $106.37 $738,912 - $817,878
-7,689 Reduced 16.52%
38,864 $3.92 Million
Q4 2024

Jan 17, 2025
BUY
$96.83 - $106.88 $1.88 Million - $2.08 Million
19,423 Added 71.59%
46,553 $4.51 Million
Q3 2024

Oct 09, 2024
BUY
$96.84 - $108.77 $73,501 - $82,556
759 Added 2.88%
27,130 $2.92 Million
Q2 2024

Aug 09, 2024
BUY
$97.17 - $106.25 $2.56 Million - $2.8 Million
26,371 New
26,371 $2.7 Million
Q4 2022

Jan 18, 2023
BUY
$72.2 - $88.14 $3.63 Million - $4.44 Million
50,318 New
50,318 $0

Others Institutions Holding EFG

# of Institutions
1,077
Shares Held
151M
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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