Mascoma Wealth Management LLC Msci Eafe Growth ETF Transaction History

Mascoma Wealth Management LLC

  • $396 Million
  • Q4 2024

A detailed history of Mascoma Wealth Management LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 519 shares of EFG stock, worth $53,524. This represents 0.01% of its overall portfolio holdings.

Number of Shares
519
Previous 769 32.51%
Holding current value
$53,524
Previous $82,000 39.02%
% of portfolio
0.01%
Previous 0.02%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
SELL
$96.83 - $106.88 $24,207 - $26,720
-250 Reduced 32.51%
519 $50,000
Q3 2023

Oct 13, 2023
BUY
$85.55 - $97.39 $25,322 - $28,827
296 Added 62.58%
769 $66,000
Q2 2023

Aug 09, 2023
SELL
$93.15 - $96.95 $22,262 - $23,171
-239 Reduced 33.57%
473 $45,000
Q1 2023

May 01, 2023
SELL
$84.36 - $93.68 $4,049 - $4,496
-48 Reduced 6.32%
712 $66,000
Q3 2022

Oct 18, 2022
BUY
$71.9 - $88.11 $3,451 - $4,229
48 Added 6.74%
760 $55,000
Q2 2022

Jul 14, 2022
BUY
$77.95 - $97.78 $51,602 - $64,730
662 Added 1324.0%
712 $57,000
Q3 2021

Oct 06, 2021
BUY
$105.79 - $113.94 $5,289 - $5,697
50 New
50 $5,000
Q2 2021

Jul 06, 2021
SELL
$102.07 - $109.39 $5,103 - $5,469
-50 Closed
0 $0
Q1 2021

Apr 26, 2021
BUY
$97.17 - $105.39 $4,858 - $5,269
50 New
50 $5,000
Q3 2019

Nov 21, 2019
SELL
$76.85 - $82.17 $3,842 - $4,108
-50 Closed
0 $0
Q3 2017

Nov 07, 2017
BUY
$76.75 - $77.39 $3,837 - $3,869
50
50 $4,000

Others Institutions Holding EFG

# of Institutions
1,073
Shares Held
157M
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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