Peninsula Wealth, LLC Msci Eafe Growth ETF Transaction History

Peninsula Wealth, LLC

  • $581 Million
  • Q4 2024

A detailed history of Peninsula Wealth, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Peninsula Wealth, LLC holds 9,455 shares of EFG stock, worth $986,723. This represents 0.16% of its overall portfolio holdings.

Number of Shares
9,455
Previous 11,802 19.89%
Holding current value
$986,723
Previous $1.27 Million 27.95%
% of portfolio
0.16%
Previous 0.23%

Shares

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

Feb 13, 2025
SELL
$96.83 - $106.88 $227,260 - $250,847
-2,347 Reduced 19.89%
9,455 $915,000
Q3 2024

Nov 14, 2024
BUY
$96.84 - $108.77 $148,165 - $166,418
1,530 Added 14.89%
11,802 $1.27 Million
Q2 2024

Aug 13, 2024
BUY
$97.17 - $106.25 $998,130 - $1.09 Million
10,272 New
10,272 $1.05 Million

Others Institutions Holding EFG

# of Institutions
1,082
Shares Held
127M
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
Track This Portfolio

Track Peninsula Wealth, LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email