Cyndeo Wealth Partners, LLC Msci Eafe Growth ETF Transaction History

Cyndeo Wealth Partners, LLC

$1.47 Billion
Q1 2025

A detailed history of Cyndeo Wealth Partners, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 14,874 shares of EFG stock, worth $1.54 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

14,874

Previous 26,093 43.0%

Holding current value

$1.54 Million

Previous $2.53 Million 41.13%

% of portfolio

0.1%

Previous 0.18%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	SELL	$96.1 - $106.37 $1.08 Million - $1.19 Million	-11,219 Reduced 43.0%	14,874 $1.49 Million
Q4 2024 Jan 21, 2025	BUY	$96.83 - $106.88 $594,923 - $656,670	6,144 Added 30.8%	26,093 $2.53 Million
Q3 2024 Oct 18, 2024	SELL	$96.84 - $108.77 $343,878 - $386,242	-3,551 Reduced 15.11%	19,949 $2.15 Million
Q2 2024 Jul 30, 2024	BUY	$97.17 - $106.25 $1.17 Million - $1.28 Million	12,041 Added 105.08%	23,500 $2.4 Million
Q1 2024 Apr 16, 2024	BUY	$93.77 - $104.85 $401,523 - $448,967	4,282 Added 59.66%	11,459 $1.19 Million
Q4 2023 Jan 12, 2024	BUY	$82.53 - $96.98 $592,317 - $696,025	7,177 New	7,177 $695,000

Others Institutions Holding EFG

# of Institutions

1,077

Shares Held

151M

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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Cyndeo Wealth Partners, LLC Msci Eafe Growth ETF Transaction History