Legacy Wealth Asset Management, LLC Msci Eafe Growth ETF Transaction History

Legacy Wealth Asset Management, LLC

  • $321 Million
  • Q1 2025

A detailed history of Legacy Wealth Asset Management, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Legacy Wealth Asset Management, LLC holds 2,587 shares of EFG stock, worth $289,976. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,587
Previous 8,933 71.04%
Holding current value
$289,976
Previous $864,000 69.91%
% of portfolio
0.08%
Previous 0.27%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 08, 2025
SELL
$96.1 - $106.37 $609,850 - $675,024
-6,346 Reduced 71.04%
2,587 $260,000
Q4 2024

Jan 14, 2025
BUY
$96.83 - $106.88 $614,483 - $678,260
6,346 Added 245.3%
8,933 $864,000
Q1 2024

Apr 19, 2024
SELL
$93.77 - $104.85 $8,251 - $9,226
-88 Reduced 3.29%
2,587 $268,000
Q4 2023

Jan 10, 2024
BUY
$82.53 - $96.98 $7,262 - $8,534
88 Added 3.4%
2,675 $259,000
Q4 2022

Feb 02, 2023
BUY
$72.2 - $88.14 $186,781 - $228,018
2,587 New
2,587 $216,000
Q2 2022

Jul 19, 2022
BUY
$77.95 - $97.78 $114,898 - $144,127
1,474 Added 56.98%
4,061 $327,000
Q1 2022

May 12, 2022
SELL
$87.3 - $110.53 $622,623 - $788,299
-7,132 Reduced 73.38%
2,587 $249,000
Q4 2021

Feb 10, 2022
BUY
$105.06 - $113.44 $749,287 - $809,054
7,132 Added 275.69%
9,719 $1.07 Million
Q4 2020

Mar 25, 2021
BUY
$86.3 - $101.51 $223,258 - $262,606
2,587 New
2,587 $261,000

Others Institutions Holding EFG

# of Institutions
1,088
Shares Held
120M
Call Options Held
100
Put Options Held
77
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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