Kingswood Wealth Advisors, LLC Msci Eafe Growth ETF Transaction History

Kingswood Wealth Advisors, LLC

  • $867 Billion
  • Q1 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 8,144 shares of EFG stock, worth $834,027. This represents 0.1% of its overall portfolio holdings.

Number of Shares
8,144
Previous 9,281 12.25%
Holding current value
$834,027
Previous $899 Million 5.95%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Apr 15, 2024
SELL
$93.77 - $104.85 $106,616 - $119,214
-1,137 Reduced 12.25%
8,144 $845 Million
Q4 2023

Jan 16, 2024
BUY
$82.53 - $96.98 $765,960 - $900,071
9,281 New
9,281 $899 Million
Q2 2023

Aug 09, 2023
BUY
$93.15 - $96.95 $238,650 - $248,385
2,562 New
2,562 $244 Million

Others Institutions Holding EFG

# of Institutions
901
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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