Spectrum Planning & Advisory Services Inc. Msci Eafe Growth ETF Transaction History

Spectrum Planning & Advisory Services Inc.

$104 Million
Q1 2025

A detailed history of Spectrum Planning & Advisory Services Inc. transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Spectrum Planning & Advisory Services Inc. holds 58,285 shares of EFG stock, worth $6.4 Million. This represents 5.6% of its overall portfolio holdings.

Number of Shares

58,285

Previous 56,654 2.88%

Holding current value

$6.4 Million

Previous $5.49 Million 6.25%

% of portfolio

5.6%

Previous 4.85%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$96.1 - $106.37 $156,739 - $173,489	1,631 Added 2.88%	58,285 $5.83 Million
Q4 2024 Jan 22, 2025	BUY	$96.83 - $106.88 $344,424 - $380,172	3,557 Added 6.7%	56,654 $5.49 Million
Q3 2024 Nov 08, 2024	BUY	$96.84 - $108.77 $156,783 - $176,098	1,619 Added 3.15%	53,097 $5.72 Million
Q2 2024 Jul 18, 2024	BUY	$97.17 - $106.25 $1.67 Million - $1.82 Million	17,146 Added 49.94%	51,478 $5.27 Million
Q4 2023 Jan 18, 2024	SELL	$82.53 - $96.98 $1.41 Million - $1.66 Million	-17,131 Reduced 33.29%	34,332 $3.33 Million
Q3 2023 Oct 24, 2023	SELL	$85.55 - $97.39 $617,927 - $703,447	-7,223 Reduced 12.31%	51,463 $4.44 Million
Q2 2023 Jul 24, 2023	BUY	$93.15 - $96.95 $64,832 - $67,477	696 Added 1.2%	58,686 $5.6 Million
Q1 2023 Apr 18, 2023	BUY	$84.36 - $93.68 $1.71 Million - $1.9 Million	20,269 Added 53.73%	57,990 $5.43 Million
Q4 2022 Jan 19, 2023	SELL	$72.2 - $88.14 $741,927 - $905,726	-10,276 Reduced 21.41%	37,721 $0
Q3 2022 Oct 17, 2022	BUY	$71.9 - $88.11 $1.17 Million - $1.44 Million	16,306 Added 51.45%	47,997 $3.48 Million
Q2 2022 Jul 15, 2022	SELL	$77.95 - $97.78 $44,041 - $55,245	-565 Reduced 1.75%	31,691 $2.55 Million
Q1 2022 Apr 18, 2022	SELL	$87.3 - $110.53 $1.54 Million - $1.95 Million	-17,653 Reduced 35.37%	32,256 $3.11 Million
Q4 2021 Jan 19, 2022	BUY	$105.06 - $113.44 $270,109 - $291,654	2,571 Added 5.43%	49,909 $5.5 Million
Q3 2021 Oct 13, 2021	BUY	$105.79 - $113.94 $1.24 Million - $1.33 Million	11,675 Added 32.74%	47,338 $5.04 Million
Q2 2021 Jul 19, 2021	BUY	$102.07 - $109.39 $184,746 - $197,995	1,810 Added 5.35%	35,663 $3.83 Million
Q1 2021 Apr 27, 2021	BUY	$97.17 - $105.39 $357,196 - $387,413	3,676 Added 12.18%	33,853 $3.4 Million
Q4 2020 Feb 02, 2021	BUY	$86.3 - $101.51 $2.6 Million - $3.06 Million	30,177 New	30,177 $3.05 Million

Others Institutions Holding EFG

# of Institutions

1,080

Shares Held

120M

Call Options Held

100

Put Options Held

View Full List

About MSCI EAFE GROWTH ETF

Ticker EFG
Sector ETFs
Industry ETFs

More about EFG

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Spectrum Planning & Advisory Services Inc. Msci Eafe Growth ETF Transaction History