Modera Wealth Management, LLC Msci Eafe Growth ETF Transaction History

Modera Wealth Management, LLC

  • $8.14 Billion
  • Q4 2024

A detailed history of Modera Wealth Management, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Modera Wealth Management, LLC holds 2,563 shares of EFG stock, worth $262,810. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,563
Previous 2,911 11.95%
Holding current value
$262,810
Previous $313,000 20.77%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 05, 2025
SELL
$96.83 - $106.88 $33,696 - $37,194
-348 Reduced 11.95%
2,563 $248,000
Q3 2024

Oct 24, 2024
BUY
$96.84 - $108.77 $281,901 - $316,629
2,911 New
2,911 $313,000
Q3 2023

Nov 01, 2023
BUY
$85.55 - $97.39 $71.6 Million - $81.5 Million
837,125 New
837,125 $72.2 Million

Others Institutions Holding EFG

# of Institutions
1,025
Shares Held
141M
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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