Horst & Graben Wealth Management LLC Spdr Index Shs Fds Msci Eafe F Transaction History

Horst & Graben Wealth Management LLC

$536 Million
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 25, 2023	BUY	$36.51 - $38.29 $4,454 - $4,671	122 Added 2.24%	5,562 $209,000
Q1 2023 Apr 28, 2023	BUY	$34.68 - $71.56 $188,659 - $389,286	5,440 New	5,440 $201,000
Q3 2022 Oct 24, 2022	SELL	$28.96 - $34.96 $3,996 - $4,824	-138 Reduced 3.02%	4,438 $260,000
Q2 2022 Aug 01, 2022	SELL	$32.2 - $38.95 $579 - $701	-18 Reduced 0.39%	4,576 $300,000
Q1 2022 Apr 27, 2022	SELL	$34.93 - $42.36 $91,516 - $110,983	-2,620 Reduced 36.32%	4,594 $353,000
Q4 2021 Jan 20, 2022	BUY	$40.55 - $43.39 $1,500 - $1,605	37 Added 0.52%	7,214 $605,000
Q2 2021 Jul 20, 2021	SELL	$40.76 - $43.07 $4,076 - $4,307	-100 Reduced 1.37%	7,177 $599,000
Q1 2021 Apr 20, 2021	SELL	$38.46 - $40.85 $8,999 - $9,558	-234 Reduced 3.12%	7,277 $584,000
Q4 2020 Jan 12, 2021	SELL	$32.86 - $39.21 $5,586 - $6,665	-170 Reduced 2.21%	7,511 $585,000
Q3 2020 Oct 13, 2020	SELL	$32.47 - $35.19 $116,859 - $126,648	-3,599 Reduced 31.91%	7,681 $525,000
Q2 2020 Jul 29, 2020	BUY	$26.81 - $33.69 $2,010 - $2,526	75 Added 0.67%	11,280 $732,000
Q1 2020 Jul 29, 2020	BUY	$24.79 - $36.73 $277,771 - $411,559	11,205 New	11,205 $628,000

Others Institutions Holding EFAX

# of Institutions

79

Shares Held

4.29M

Call Options Held

0

Put Options Held

0

Betterment LLC New York, NY

1.33M
Shares

$53.3 Million
0.14% of portfolio
Lake Street Advisors Group, LLC

626K
Shares

$25.2 Million
1.28% of portfolio
Gemmer Asset Management LLC

356K
Shares

$14.3 Million
1.6% of portfolio
Flputnam Investment Management CO Portland, ME

250K
Shares

$10 Million
0.19% of portfolio
Leith Wheeler Investment Counsel Ltd.

227K
Shares

$9.12 Million
0.71% of portfolio

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