Shore Haven Wealth Partners, LLC Msci Eafe Growth ETF Transaction History

Shore Haven Wealth Partners, LLC

  • $202 Million
  • Q3 2024

A detailed history of Shore Haven Wealth Partners, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 34,643 shares of EFG stock, worth $3.39 Million. This represents 1.84% of its overall portfolio holdings.

Number of Shares
34,643
Previous 34,924 0.8%
Holding current value
$3.39 Million
Previous $3.57 Million 4.4%
% of portfolio
1.84%
Previous 1.91%

Shares

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

Oct 24, 2024
SELL
$96.84 - $108.77 $27,212 - $30,564
-281 Reduced 0.8%
34,643 $3.73 Million
Q2 2024

Jul 24, 2024
SELL
$97.17 - $106.25 $228,446 - $249,793
-2,351 Reduced 6.31%
34,924 $3.57 Million
Q1 2024

May 02, 2024
SELL
$93.77 - $104.85 $77,172 - $86,291
-823 Reduced 2.16%
37,275 $3.87 Million
Q4 2023

Feb 06, 2024
SELL
$82.53 - $96.98 $276,392 - $324,786
-3,349 Reduced 8.08%
38,098 $3.69 Million
Q3 2023

Oct 24, 2023
BUY
$85.55 - $97.39 $62,280 - $70,899
728 Added 1.79%
41,447 $3.58 Million
Q2 2023

Jul 19, 2023
BUY
$93.15 - $96.95 $222,907 - $232,001
2,393 Added 6.24%
40,719 $3.88 Million
Q1 2023

Apr 14, 2023
BUY
$84.36 - $93.68 $89,674 - $99,581
1,063 Added 2.85%
38,326 $3.59 Million
Q4 2022

Jan 24, 2023
SELL
$72.2 - $88.14 $254,216 - $310,340
-3,521 Reduced 8.63%
37,263 $0
Q3 2022

Nov 09, 2022
SELL
$71.9 - $88.11 $3.21 Million - $3.94 Million
-44,682 Reduced 52.28%
40,784 $2.96 Million
Q2 2022

Aug 01, 2022
BUY
$77.95 - $97.78 $6.66 Million - $8.36 Million
85,466 New
85,466 $6.88 Million

Others Institutions Holding EFG

# of Institutions
983
Shares Held
137M
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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