Legacy Wealth Planning, LLC Msci Eafe Growth ETF Transaction History

Legacy Wealth Planning, LLC

$60.4 Million
Q3 2022

A detailed history of Legacy Wealth Planning, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Legacy Wealth Planning, LLC holds 21,996 shares of EFG stock, worth $2.16 Million. This represents 2.64% of its overall portfolio holdings.

Number of Shares

21,996

Previous 22,184 0.85%

Holding current value

$2.16 Million

Previous $1.79 Million 10.64%

% of portfolio

2.64%

Previous 2.56%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 10, 2022	SELL	$71.9 - $88.11 $13,517 - $16,564	-188 Reduced 0.85%	21,996 $1.6 Million
Q2 2022 Jul 26, 2022	SELL	$77.95 - $97.78 $4,599 - $5,769	-59 Reduced 0.27%	22,184 $1.79 Million
Q1 2022 May 10, 2022	BUY	$87.3 - $110.53 $298,827 - $378,344	3,423 Added 18.19%	22,243 $2.14 Million
Q4 2021 Feb 14, 2022	BUY	$105.06 - $113.44 $756,537 - $816,881	7,201 Added 61.98%	18,820 $2.08 Million
Q3 2021 Nov 12, 2021	SELL	$105.79 - $113.94 $282,670 - $304,447	-2,672 Reduced 18.7%	11,619 $1.53 Million
Q2 2021 Aug 16, 2021	BUY	$102.07 - $109.39 $50,932 - $54,585	499 Added 3.62%	14,291 $1.53 Million
Q1 2021 May 06, 2021	SELL	$97.17 - $105.39 $585,060 - $634,553	-6,021 Reduced 30.39%	13,792 $1.39 Million
Q4 2020 Feb 12, 2021	BUY	$86.3 - $101.51 $42,545 - $50,044	493 Added 2.55%	19,813 $2 Million
Q3 2020 Nov 03, 2020	SELL	$83.58 - $91.81 $63,687 - $69,959	-762 Reduced 3.79%	19,320 $1.74 Million
Q2 2020 Aug 17, 2020	BUY	$68.27 - $84.77 $1.27 Million - $1.58 Million	18,651 Added 1303.35%	20,082 $1.67 Million
Q1 2020 May 18, 2020	SELL	$62.16 - $88.65 $1.16 Million - $1.66 Million	-18,695 Reduced 92.89%	1,431 $1.43 Million
Q1 2020 May 18, 2020	SELL	$62.16 - $88.65 $27,723 - $39,537	-446 Reduced 2.17%	20,126 $1.43 Million
Q4 2019 Feb 12, 2020	BUY	$78.11 - $86.74 $1.61 Million - $1.78 Million	20,572 New	20,572 $1.78 Million

Others Institutions Holding EFG

# of Institutions

979

Shares Held

136M

Call Options Held

100

Put Options Held

View Full List

About MSCI EAFE GROWTH ETF

Ticker EFG
Sector ETFs
Industry ETFs

More about EFG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Wealth Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Wealth Planning, LLC with notifications on news.

Account

Legacy Wealth Planning, LLC Msci Eafe Growth ETF Transaction History