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 11,459 shares of EFG stock, worth $1.17 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
11,459
Previous 7,177 59.66%
Holding current value
$1.17 Million
Previous $695,000 71.08%
% of portfolio
0.1%
Previous 0.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About MSCI EAFE GROWTH ETF


  • Ticker EFG
  • Sector ETFs
  • Industry ETFs
More about EFG
Track This Portfolio

Track Cyndeo Wealth Partners, LLC Portfolio

Follow Cyndeo Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cyndeo Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cyndeo Wealth Partners, LLC with notifications on news.