Marcum Wealth, LLC Msci Eafe Growth ETF Transaction History

Marcum Wealth, LLC

$1.14 Billion
Q4 2024

A detailed history of Marcum Wealth, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Marcum Wealth, LLC holds 3,074 shares of EFG stock, worth $312,349. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,074

Holding current value

$312,349

% of portfolio

0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$96.83 - $106.88 $297,655 - $328,549	3,074 New	3,074 $297,000
Q4 2023 Jan 10, 2024	BUY	$82.53 - $96.98 $223,573 - $262,718	2,709 New	2,709 $262,000
Q1 2022 Apr 20, 2022	SELL	$87.3 - $110.53 $654,138 - $828,201	-7,493 Closed	0 $0
Q4 2021 Feb 01, 2022	SELL	$105.06 - $113.44 $54,105 - $58,421	-515 Reduced 6.43%	7,493 $826,000
Q3 2021 Nov 08, 2021	BUY	$105.79 - $113.94 $44,643 - $48,082	422 Added 5.56%	8,008 $853,000
Q2 2021 Aug 10, 2021	SELL	$102.07 - $109.39 $1,428 - $1,531	-14 Reduced 0.18%	7,586 $814,000
Q1 2021 May 11, 2021	BUY	$97.17 - $105.39 $738,492 - $800,964	7,600 New	7,600 $763,000

Others Institutions Holding EFG

# of Institutions

1,008

Shares Held

140M

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 Marcum Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Marcum Wealth, LLC with notifications on news.

Account