Obsidian Personal Planning Solutions LLC Msci Eafe Growth ETF Transaction History

Obsidian Personal Planning Solutions LLC

$223 Million
Q1 2025

A detailed history of Obsidian Personal Planning Solutions LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Obsidian Personal Planning Solutions LLC holds 86,689 shares of EFG stock, worth $9.46 Million. This represents 3.89% of its overall portfolio holdings.

Number of Shares

86,689

Previous 71,743 20.83%

Holding current value

$9.46 Million

Previous $6.95 Million 24.79%

% of portfolio

3.89%

Previous 3.54%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 16, 2025	BUY	$96.1 - $106.37 $1.44 Million - $1.59 Million	14,946 Added 20.83%	86,689 $8.67 Million
Q4 2024 Feb 13, 2025	BUY	$96.83 - $106.88 $572,265 - $631,660	5,910 Added 8.98%	71,743 $6.95 Million
Q3 2024 Nov 06, 2024	BUY	$96.84 - $108.77 $893,833 - $1 Million	9,230 Added 16.31%	65,833 $7.09 Million
Q2 2024 Jul 25, 2024	BUY	$97.17 - $106.25 $388,291 - $424,575	3,996 Added 7.6%	56,603 $5.79 Million
Q1 2024 May 09, 2024	BUY	$93.77 - $104.85 $30,100 - $33,656	321 Added 0.61%	52,607 $5.46 Million
Q4 2023 Jan 31, 2024	BUY	$82.53 - $96.98 $237,356 - $278,914	2,876 Added 5.82%	52,286 $5.06 Million
Q3 2023 Nov 27, 2023	BUY	$85.55 - $97.39 $779,531 - $887,417	9,112 Added 22.61%	49,410 $4.26 Million
Q3 2023 Nov 15, 2023	BUY	$85.55 - $97.39 $196,166 - $223,315	2,293 Added 6.03%	40,298 $3.48 Million
Q1 2023 Apr 11, 2023	BUY	$84.36 - $93.68 $34,165 - $37,940	405 Added 1.08%	38,005 $3.56 Million
Q4 2022 Jan 18, 2023	BUY	$72.2 - $88.14 $15,811 - $19,302	219 Added 0.59%	37,600 $3.15 Million
Q3 2022 Oct 11, 2022	BUY	$71.9 - $88.11 $58,670 - $71,897	816 Added 2.23%	37,381 $2.71 Million
Q2 2022 Jul 19, 2022	BUY	$77.95 - $97.78 $2.85 Million - $3.58 Million	36,565 New	36,565 $2.94 Million

Others Institutions Holding EFG

# of Institutions

1,092

Shares Held

120M

Call Options Held

100

Put Options Held

View Full List

About MSCI EAFE GROWTH ETF

Ticker EFG
Sector ETFs
Industry ETFs

More about EFG

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Obsidian Personal Planning Solutions LLC Msci Eafe Growth ETF Transaction History