Keystone Wealth Services, LLC Msci Eafe Growth ETF Transaction History

Keystone Wealth Services, LLC

  • $284 Million
  • Q1 2024

A detailed history of Keystone Wealth Services, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 12,544 shares of EFG stock, worth $1.31 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares
12,544
Previous 6,401 95.97%
Holding current value
$1.31 Million
Previous $619,000 110.18%
% of portfolio
0.46%
Previous 0.23%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 12, 2024
BUY
$93.77 - $104.85 $576,029 - $644,093
6,143 Added 95.97%
12,544 $1.3 Million
Q4 2023

Jan 17, 2024
SELL
$82.53 - $96.98 $1.51 Million - $1.77 Million
-18,253 Reduced 74.04%
6,401 $619,000
Q3 2023

Oct 05, 2023
SELL
$85.55 - $97.39 $490,030 - $557,849
-5,728 Reduced 18.85%
24,654 $2.13 Million
Q2 2023

Jul 20, 2023
BUY
$93.15 - $96.95 $2.49 Million - $2.59 Million
26,730 Added 731.93%
30,382 $2.9 Million
Q4 2022

Feb 09, 2023
SELL
$77.29 - $88.14 $111,065 - $126,657
-1,437 Reduced 28.24%
3,652 $305,000
Q3 2022

Oct 31, 2022
SELL
$73.05 - $88.11 $108,114 - $130,402
-1,480 Reduced 22.53%
5,089 $369,000
Q2 2022

Jul 13, 2022
SELL
$77.95 - $97.78 $1.77 Million - $2.22 Million
-22,655 Reduced 77.52%
6,569 $529,000
Q1 2022

Apr 21, 2022
SELL
$87.3 - $110.53 $319,867 - $404,981
-3,664 Reduced 11.14%
29,224 $2.81 Million
Q4 2021

Feb 14, 2022
BUY
$105.06 - $113.44 $3.46 Million - $3.73 Million
32,888 New
32,888 $3.63 Million

Others Institutions Holding EFG

# of Institutions
902
Shares Held
107M
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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