Certus Wealth Management, LLC Msci Eafe Growth ETF Transaction History

Certus Wealth Management, LLC

  • $130 Million
  • Q2 2024

A detailed history of Certus Wealth Management, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Certus Wealth Management, LLC holds 68,127 shares of EFG stock, worth $7.27 Million. This represents 5.38% of its overall portfolio holdings.

Number of Shares
68,127
Previous 55,394 22.99%
Holding current value
$7.27 Million
Previous $5.75 Million 21.22%
% of portfolio
5.38%
Previous 4.53%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024
BUY
$97.17 - $106.25 $1.24 Million - $1.35 Million
12,733 Added 22.99%
68,127 $6.97 Million
Q1 2024

May 06, 2024
BUY
$93.77 - $104.85 $828,364 - $926,244
8,834 Added 18.97%
55,394 $5.75 Million
Q4 2023

Feb 09, 2024
SELL
$82.53 - $96.98 $786,841 - $924,607
-9,534 Reduced 17.0%
46,560 $4.51 Million
Q3 2023

Nov 02, 2023
BUY
$85.55 - $97.39 $2.47 Million - $2.81 Million
28,876 Added 106.09%
56,094 $4.84 Million
Q2 2023

Aug 10, 2023
BUY
$93.15 - $96.95 $2.54 Million - $2.64 Million
27,218 New
27,218 $2.6 Billion

Others Institutions Holding EFG

# of Institutions
934
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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