Phillips Financial Management, LLC Msci Eafe Growth ETF Transaction History

Phillips Financial Management, LLC

  • $1.25 Billion
  • Q3 2024

A detailed history of Phillips Financial Management, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Phillips Financial Management, LLC holds 320 shares of EFG stock, worth $31,324. This represents 0.0% of its overall portfolio holdings.

Number of Shares
320
Previous 320 -0.0%
Holding current value
$31,324
Previous $32,000 6.25%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024
BUY
$97.17 - $106.25 $11,563 - $12,643
119 Added 59.2%
320 $32,000
Q1 2024

Apr 23, 2024
SELL
$93.77 - $104.85 $5,063 - $5,661
-54 Reduced 21.18%
201 $20,000
Q4 2023

Jan 25, 2024
BUY
$82.53 - $96.98 $21,045 - $24,729
255 New
255 $24,000

Others Institutions Holding EFG

# of Institutions
979
Shares Held
136M
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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