Journey Strategic Wealth LLC Msci Eafe Growth ETF Transaction History

Journey Strategic Wealth LLC

  • $2.65 Billion
  • Q4 2024

A detailed history of Journey Strategic Wealth LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 54,998 shares of EFG stock, worth $5.78 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
54,998
Previous 49,099 12.01%
Holding current value
$5.78 Million
Previous $5.29 Million 0.76%
% of portfolio
0.2%
Previous 0.2%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
BUY
$96.83 - $106.88 $571,200 - $630,485
5,899 Added 12.01%
54,998 $5.33 Million
Q3 2024

Nov 12, 2024
BUY
$96.84 - $108.77 $253,720 - $284,977
2,620 Added 5.64%
49,099 $5.29 Million
Q2 2024

Aug 14, 2024
BUY
$97.17 - $106.25 $764,922 - $836,400
7,872 Added 20.39%
46,479 $4.75 Million
Q1 2024

May 13, 2024
BUY
$93.77 - $104.85 $332,133 - $371,378
3,542 Added 10.1%
38,607 $4.01 Million
Q4 2023

Feb 09, 2024
BUY
$82.53 - $96.98 $176,449 - $207,343
2,138 Added 6.49%
35,065 $3.4 Million
Q3 2023

Nov 08, 2023
SELL
$85.55 - $97.39 $126,100 - $143,552
-1,474 Reduced 4.28%
32,927 $2.84 Million
Q2 2023

Aug 14, 2023
SELL
$93.15 - $96.95 $161,615 - $168,208
-1,735 Reduced 4.8%
34,401 $3.28 Million
Q1 2023

May 11, 2023
BUY
$84.36 - $93.68 $8,942 - $9,930
106 Added 0.29%
36,136 $3.39 Million
Q4 2022

Feb 14, 2023
BUY
$72.2 - $88.14 $569,080 - $694,719
7,882 Added 28.0%
36,030 $3.02 Million
Q3 2022

Nov 14, 2022
BUY
$71.9 - $88.11 $533,713 - $654,040
7,423 Added 35.82%
28,148 $2.04 Million
Q2 2022

Aug 15, 2022
BUY
$77.95 - $97.78 $1.62 Million - $2.03 Million
20,725 New
20,725 $1.67 Million
Q1 2022

May 16, 2022
SELL
$87.3 - $110.53 $1.44 Million - $1.83 Million
-16,551 Closed
0 $0
Q4 2021

Feb 14, 2022
BUY
$105.06 - $113.44 $1.74 Million - $1.88 Million
16,551 New
16,551 $1.83 Million

Others Institutions Holding EFG

# of Institutions
1,071
Shares Held
157M
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
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