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

Shore Haven Wealth Partners, LLC

  • $203 Million
  • Q4 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 35,722 shares of EFG stock, worth $3.74 Million. This represents 1.71% of its overall portfolio holdings.

Number of Shares
35,722
Previous 34,643 3.11%
Holding current value
$3.74 Million
Previous $3.73 Million 7.27%
% of portfolio
1.71%
Previous 1.84%

Shares

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

Jan 29, 2025
BUY
$96.83 - $106.88 $104,479 - $115,323
1,079 Added 3.11%
35,722 $3.46 Million
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
1,058
Shares Held
157M
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 Shore Haven Wealth Partners, LLC Portfolio

Follow Shore Haven Wealth Partners, 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 Shore Haven Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Shore Haven Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email