Guardian Wealth Advisors, LLC Msci Eafe Growth ETF Transaction History

Guardian Wealth Advisors, LLC

$1.16 Billion
Q1 2025

A detailed history of Guardian Wealth Advisors, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 84,033 shares of EFG stock, worth $9.02 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares

84,033

Previous 80,224 4.75%

Holding current value

$9.02 Million

Previous $7.77 Million 8.17%

% of portfolio

0.72%

Previous 0.66%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$96.1 - $106.37 $366,044 - $405,163	3,809 Added 4.75%	84,033 $8.4 Million
Q4 2024 Feb 14, 2025	BUY	$96.83 - $106.88 $7.75 Million - $8.55 Million	80,014 Added 38101.9%	80,224 $7.77 Million
Q3 2023 Nov 14, 2023	SELL	$85.55 - $97.39 $5,560 - $6,330	-65 Reduced 23.64%	210 $18,000
Q2 2023 Aug 14, 2023	SELL	$93.15 - $96.95 $18,443 - $19,196	-198 Reduced 41.86%	275 $26,000
Q1 2023 May 15, 2023	SELL	$84.36 - $93.68 $5,314 - $5,901	-63 Reduced 11.75%	473 $44,000
Q4 2022 Feb 14, 2023	BUY	$72.2 - $88.14 $4,693 - $5,729	65 Added 13.8%	536 $44,000
Q3 2022 Nov 14, 2022	BUY	$71.9 - $88.11 $8,556 - $10,485	119 Added 33.81%	471 $34,000
Q2 2022 Aug 15, 2022	BUY	$77.95 - $97.78 $27,438 - $34,418	352 New	352 $28,000

Others Institutions Holding EFG

# of Institutions

1,080

Shares Held

120M

Call Options Held

100

Put Options Held

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About MSCI EAFE GROWTH ETF

Ticker EFG
Sector ETFs
Industry ETFs

More about EFG

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Guardian Wealth Advisors, LLC Msci Eafe Growth ETF Transaction History