Holistic Planning, LLC Ishares Tr Msci Eafe ETF Transaction History

Holistic Planning, LLC

  • $236 Billion
  • Q3 2024

A detailed history of Holistic Planning, LLC transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Holistic Planning, LLC holds 2,619 shares of EFA stock, worth $202,082. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,619
Previous 2,806 6.66%
Holding current value
$202,082
Previous $224 Million 2.26%
% of portfolio
0.09%
Previous 0.17%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024
SELL
$75.32 - $84.37 $14,084 - $15,777
-187 Reduced 6.66%
2,619 $219 Million
Q1 2024

May 01, 2024
SELL
$73.11 - $80.04 $108,422 - $118,699
-1,483 Reduced 34.58%
2,806 $224 Million
Q4 2023

Feb 14, 2024
BUY
$65.84 - $75.47 $282,387 - $323,690
4,289 New
4,289 $323 Million

Others Institutions Holding EFA

# of Institutions
2,116
Shares Held
572M
Call Options Held
74.2M
Put Options Held
110M
View Full List

About ISHARES TR MSCI EAFE ETF

EFA Quotes by TradingView
  • Ticker EFA
  • Sector ETFs
  • Industry ETFs
More about EFA
Track This Portfolio

Track Holistic Planning, LLC Portfolio

Follow Holistic Planning, 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 Holistic Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Holistic Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email