Founders Financial Alliance, LLC Msci Eafe Growth ETF Transaction History

Founders Financial Alliance, LLC

  • $352 Million
  • Q3 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 1,774 shares of EFG stock, worth $173,071. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,774
Previous 1,739 2.01%
Holding current value
$173,071
Previous $177,000 7.34%
% of portfolio
0.05%
Previous 0.05%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
983
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 Founders Financial Alliance, LLC Portfolio

Follow Founders Financial Alliance, 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 Founders Financial Alliance, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Founders Financial Alliance, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email