Fermata Advisors, LLC Msci Eafe Growth ETF Transaction History

Fermata Advisors, LLC

  • $484 Million
  • Q3 2024

A detailed history of Fermata Advisors, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Fermata Advisors, LLC holds 4,258 shares of EFG stock, worth $424,437. This represents 0.09% of its overall portfolio holdings.

Number of Shares
4,258
Previous 4,056 4.98%
Holding current value
$424,437
Previous $414,000 10.63%
% of portfolio
0.09%
Previous 0.1%

Shares

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

Oct 09, 2024
BUY
$96.84 - $108.77 $19,561 - $21,971
202 Added 4.98%
4,258 $458,000
Q2 2024

Jul 12, 2024
SELL
$97.17 - $106.25 $14,575 - $15,937
-150 Reduced 3.57%
4,056 $414,000
Q1 2024

Apr 12, 2024
BUY
$93.77 - $104.85 $127,620 - $142,700
1,361 Added 47.84%
4,206 $436,000
Q4 2023

Jan 19, 2024
BUY
$82.53 - $96.98 $234,797 - $275,908
2,845 New
2,845 $275,000

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 Fermata Advisors, LLC Portfolio

Follow Fermata Advisors, 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 Fermata Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fermata Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email