Regimen Wealth, LLC Msci Eafe Growth ETF Transaction History

Regimen Wealth, LLC

$288 Billion
Q1 2024

A detailed history of Regimen Wealth, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Regimen Wealth, LLC holds 111,063 shares of EFG stock, worth $11.3 Million. This represents 4.0% of its overall portfolio holdings.

Number of Shares

111,063

Previous 112,461 1.24%

Holding current value

$11.3 Million

Previous $11 Billion 5.2%

% of portfolio

4.0%

Previous 4.19%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	SELL	$93.77 - $104.85 $131,090 - $146,580	-1,398 Reduced 1.24%	111,063 $11.5 Billion
Q4 2023 Feb 13, 2024	BUY	$82.53 - $96.98 $921,447 - $1.08 Million	11,165 Added 11.02%	112,461 $11 Billion
Q3 2023 Nov 13, 2023	SELL	$85.55 - $97.39 $159,208 - $181,242	-1,861 Reduced 1.8%	101,296 $8.74 Billion
Q2 2023 Aug 08, 2023	BUY	$93.15 - $96.95 $1.07 Million - $1.11 Million	11,460 Added 12.5%	103,157 $9.84 Billion
Q1 2023 May 05, 2023	BUY	$84.36 - $93.68 $5.34 Million - $5.93 Million	63,334 Added 223.3%	91,697 $8.95 Billion

Q4 2022 Feb 06, 2023	BUY	$77.29 - $88.14 $2.19 Million - $2.5 Million	28,363 New	28,363 $2.37 Billion

Others Institutions Holding EFG

# of Institutions

917

Shares Held

113M

Call Options Held

100

Put Options Held

View Full List

About MSCI EAFE GROWTH ETF

Ticker EFG
Sector ETFs
Industry ETFs

More about EFG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Regimen Wealth, LLC, based on Form 13F filings with the SEC.

News

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

Account

Regimen Wealth, LLC Msci Eafe Growth ETF Transaction History