Element Wealth, LLC Msci Eafe Growth ETF Transaction History

Element Wealth, LLC

  • $187 Million
  • Q3 2024

A detailed history of Element Wealth, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Element Wealth, LLC holds 406 shares of EFG stock, worth $41,050. This represents 0.02% of its overall portfolio holdings.

Number of Shares
406
Previous 364 11.54%
Holding current value
$41,050
Previous $37,000 16.22%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 23, 2024
BUY
$96.84 - $108.77 $4,067 - $4,568
42 Added 11.54%
406 $43,000
Q2 2024

Aug 08, 2024
SELL
$97.17 - $106.25 $583 - $637
-6 Reduced 1.62%
364 $37,000
Q1 2024

May 09, 2024
BUY
$93.77 - $104.85 $23,723 - $26,527
253 Added 216.24%
370 $38,000
Q2 2023

Aug 07, 2023
BUY
$93.15 - $96.95 $10,898 - $11,343
117 New
117 $11,000
Q4 2022

Jan 17, 2023
SELL
$72.2 - $88.14 $3,610 - $4,407
-50 Reduced 58.14%
36 $0
Q2 2022

Jul 22, 2022
BUY
$77.95 - $97.78 $2,806 - $3,520
36 Added 72.0%
86 $7,000
Q4 2020

Feb 05, 2021
BUY
$86.3 - $101.51 $4,315 - $5,075
50 New
50 $5,000

Others Institutions Holding EFG

# of Institutions
981
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
Track This Portfolio

Track Element Wealth, LLC Portfolio

Follow Element Wealth, 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 Element Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Element Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email