A detailed history of Optivise Advisory Services LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Optivise Advisory Services LLC holds 9,815 shares of EFG stock, worth $971,292. This represents 0.56% of its overall portfolio holdings.

Number of Shares
9,815
Holding current value
$971,292
% of portfolio
0.56%

Shares

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

Nov 12, 2024

BUY
$96.84 - $108.77 $950,484 - $1.07 Million
9,815 New
9,815 $1.06 Billion
Q2 2024

Nov 14, 2024

SELL
$97.17 - $106.25 $101,542 - $111,031
-1,045 Reduced 10.65%
8,770 $897 Million

Others Institutions Holding EFG

About MSCI EAFE GROWTH ETF


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

Track Optivise Advisory Services LLC Portfolio

Follow Optivise Advisory Services 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 Optivise Advisory Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Optivise Advisory Services LLC with notifications on news.