A detailed history of Lifeworks Advisors, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 8,781 shares of EFG stock, worth $876,782. This represents 0.19% of its overall portfolio holdings.

Number of Shares
8,781
Previous 8,292 5.9%
Holding current value
$876,782
Previous $848,000 11.44%
% of portfolio
0.19%
Previous 0.24%

Shares

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

Nov 06, 2024

BUY
$96.84 - $108.77 $47,354 - $53,188
489 Added 5.9%
8,781 $945,000
Q2 2024

Aug 13, 2024

BUY
$97.17 - $106.25 $173,254 - $189,443
1,783 Added 27.39%
8,292 $848,000
Q1 2024

May 10, 2024

BUY
$93.77 - $104.85 $610,348 - $682,468
6,509 New
6,509 $675,000

Others Institutions Holding EFG

About MSCI EAFE GROWTH ETF


  • Ticker EFG
  • Sector ETFs
  • Industry ETFs
More about EFG
Track This Portfolio

Track Lifeworks Advisors, LLC Portfolio

Follow Lifeworks Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Lifeworks Advisors, LLC with notifications on news.