Kingswood Wealth Advisors, LLC Msci Eafe Growth ETF Transaction History

Kingswood Wealth Advisors, LLC

  • $1.4 Trillion
  • Q3 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 25,666 shares of EFG stock, worth $2.51 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
25,666
Previous 12,224 109.96%
Holding current value
$2.51 Million
Previous $1.25 Billion 120.97%
% of portfolio
0.2%
Previous 0.11%

Shares

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

Oct 21, 2024
BUY
$96.84 - $108.77 $1.3 Million - $1.46 Million
13,442 Added 109.96%
25,666 $2.76 Billion
Q2 2024

Jul 09, 2024
BUY
$97.17 - $106.25 $396,453 - $433,500
4,080 Added 50.1%
12,224 $1.25 Billion
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
978
Shares Held
136M
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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