Fonville Wealth Management LLC Msci Eafe Growth ETF Transaction History

Fonville Wealth Management LLC

  • $252 Billion
  • Q2 2024

A detailed history of Fonville Wealth Management LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Fonville Wealth Management LLC holds 2,650 shares of EFG stock, worth $277,110. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,650
Previous 2,680 1.12%
Holding current value
$277,110
Previous $278 Million 2.54%
% of portfolio
0.11%
Previous 0.12%

Shares

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

Jul 30, 2024
SELL
$97.17 - $106.25 $2,915 - $3,187
-30 Reduced 1.12%
2,650 $271 Million
Q1 2024

Apr 26, 2024
BUY
$93.77 - $104.85 $16,878 - $18,873
180 Added 7.2%
2,680 $278 Million
Q4 2023

Jan 31, 2024
BUY
$82.53 - $96.98 $206,325 - $242,450
2,500 New
2,500 $242 Million

Others Institutions Holding EFG

# of Institutions
932
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 Fonville Wealth Management LLC Portfolio

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

News

Stay updated on Fonville Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email