Forthright Family Wealth Advisory LLC Msci Eafe Growth ETF Transaction History

Forthright Family Wealth Advisory LLC

  • $149 Billion
  • Q1 2024

A detailed history of Forthright Family Wealth Advisory LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 43,591 shares of EFG stock, worth $4.46 Million. This represents 3.03% of its overall portfolio holdings.

Number of Shares
43,591
Previous 41,542 4.93%
Holding current value
$4.46 Million
Previous $4.02 Billion 12.45%
% of portfolio
3.03%
Previous 3.15%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024
BUY
$93.77 - $104.85 $192,134 - $214,837
2,049 Added 4.93%
43,591 $4.52 Billion
Q4 2023

Feb 28, 2024
BUY
$82.53 - $96.98 $3.43 Million - $4.03 Million
41,542 New
41,542 $4.02 Billion

Others Institutions Holding EFG

# of Institutions
900
Shares Held
107M
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 Forthright Family Wealth Advisory LLC Portfolio

Follow Forthright Family Wealth Advisory 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 Forthright Family Wealth Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forthright Family Wealth Advisory LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email