Sax Wealth Advisors, LLC Msci Eafe Growth ETF Transaction History

Sax Wealth Advisors, LLC

  • $1.26 Billion
  • Q4 2024

A detailed history of Sax Wealth Advisors, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 7,583 shares of EFG stock, worth $779,304. This represents 0.06% of its overall portfolio holdings.

Number of Shares
7,583
Previous 7,486 1.3%
Holding current value
$779,304
Previous $805,000 8.82%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Jan 15, 2025
BUY
$96.83 - $106.88 $9,392 - $10,367
97 Added 1.3%
7,583 $734,000
Q3 2024

Oct 17, 2024
BUY
$96.84 - $108.77 $149,811 - $168,267
1,547 Added 26.05%
7,486 $805,000
Q2 2024

Jul 12, 2024
BUY
$97.17 - $106.25 $577,092 - $631,018
5,939 New
5,939 $607,000

Others Institutions Holding EFG

# of Institutions
1,027
Shares Held
141M
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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