Founders Financial Alliance, LLC Msci Eafe Growth ETF Transaction History

Founders Financial Alliance, LLC

$356 Million
Q4 2024

A detailed history of Founders Financial Alliance, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Founders Financial Alliance, LLC holds 1,776 shares of EFG stock, worth $179,091. This represents 0.05% of its overall portfolio holdings.

Number of Shares

1,776

Previous 1,774 0.11%

Holding current value

$179,091

Previous $190,000 10.0%

% of portfolio

0.05%

Previous 0.05%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$96.83 - $106.88 $193 - $213	2 Added 0.11%	1,776 $171,000
Q3 2024 Nov 01, 2024	BUY	$96.84 - $108.77 $3,389 - $3,806	35 Added 2.01%	1,774 $190,000
Q2 2024 Aug 23, 2024	BUY	$97.17 - $106.25 $194 - $212	2 Added 0.12%	1,739 $177,000
Q1 2024 May 14, 2024	SELL	$93.77 - $104.85 $6,470 - $7,234	-69 Reduced 3.82%	1,737 $180,000
Q4 2023 Feb 09, 2024	BUY	$82.53 - $96.98 $165 - $193	2 Added 0.11%	1,806 $174,000
Q3 2023 Nov 13, 2023	SELL	$85.55 - $97.39 $143,724 - $163,615	-1,680 Reduced 48.22%	1,804 $155,000
Q2 2023 Aug 11, 2023	BUY	$93.15 - $96.95 $155,746 - $162,100	1,672 Added 92.27%	3,484 $332,000
Q1 2023 May 15, 2023	SELL	$84.36 - $93.68 $2,277 - $2,529	-27 Reduced 1.47%	1,812 $169,000
Q4 2022 Feb 15, 2023	SELL	$72.2 - $88.14 $6,425 - $7,844	-89 Reduced 4.62%	1,839 $154,000
Q3 2022 Nov 14, 2022	BUY	$71.9 - $88.11 $55,219 - $67,668	768 Added 66.21%	1,928 $140,000
Q2 2022 Aug 15, 2022	SELL	$77.95 - $97.78 $65,010 - $81,548	-834 Reduced 41.83%	1,160 $93,000
Q1 2022 May 12, 2022	BUY	$87.3 - $110.53 $2,968 - $3,758	34 Added 1.73%	1,994 $192,000
Q4 2021 Feb 14, 2022	BUY	$105.06 - $113.44 $37,821 - $40,838	360 Added 22.5%	1,960 $216,000
Q3 2021 Nov 15, 2021	BUY	$105.79 - $113.94 $29,515 - $31,789	279 Added 21.12%	1,600 $171,000
Q2 2021 Aug 02, 2021	SELL	$102.07 - $109.39 $19,903 - $21,331	-195 Reduced 12.86%	1,321 $142,000
Q1 2021 May 14, 2021	SELL	$97.17 - $105.39 $118,936 - $128,997	-1,224 Reduced 44.67%	1,516 $153,000
Q4 2020 Feb 04, 2021	BUY	$86.3 - $101.51 $98,813 - $116,228	1,145 Added 71.79%	2,740 $277,000
Q3 2020 Nov 13, 2020	BUY	$83.58 - $91.81 $133,310 - $146,436	1,595 New	1,595 $144,000

Others Institutions Holding EFG

# of Institutions

1,075

Shares Held

157M

Call Options Held

100

Put Options Held

View Full List

About MSCI EAFE GROWTH ETF

Ticker EFG
Sector ETFs
Industry ETFs

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Founders Financial Alliance, LLC Msci Eafe Growth ETF Transaction History