Summit Wealth Partners, LLC Ishares Tr Msci Eafe ETF Transaction History

Summit Wealth Partners, LLC

  • $519 Billion
  • Q3 2024

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 3,097 shares of EFA stock, worth $239,150. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,097
Previous 3,094 0.1%
Holding current value
$239,150
Previous $242 Million 6.87%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Oct 28, 2024
BUY
$75.32 - $84.37 $225 - $253
3 Added 0.1%
3,097 $259 Million
Q4 2023

Sep 11, 2024
BUY
$65.84 - $75.47 $10,863 - $12,452
165 Added 5.63%
3,094 $233 Million
Q2 2023

Sep 11, 2024
SELL
$70.67 - $73.9 $141 - $147
-2 Reduced 0.07%
2,929 $212 Million
Q1 2023

Sep 11, 2024
BUY
$66.22 - $72.19 $194,090 - $211,588
2,931 New
2,931 $210 Million
Q2 2022

Sep 11, 2024
SELL
$61.48 - $74.59 $181,120 - $219,742
-2,946 Closed
0 $0
Q4 2021

Sep 10, 2024
SELL
$76.4 - $81.83 $14,286 - $15,302
-187 Reduced 5.97%
2,946 $232 Million
Q1 2021

Sep 10, 2024
BUY
$72.39 - $76.92 $23,816 - $25,306
329 Added 11.73%
3,133 $238 Million
Q4 2020

Sep 10, 2024
BUY
$61.39 - $73.52 $172,137 - $206,150
2,804 New
2,804 $205 Million
Q3 2020

Sep 10, 2024
SELL
$61.1 - $65.92 $207,129 - $223,468
-3,390 Closed
0 $0
Q2 2020

Sep 10, 2024
BUY
$50.9 - $64.65 $172,551 - $219,163
3,390 New
3,390 $206 Million

Others Institutions Holding EFA

# of Institutions
2,113
Shares Held
573M
Call Options Held
69.4M
Put Options Held
107M
View Full List

About ISHARES TR MSCI EAFE ETF

EFA Quotes by TradingView
  • Ticker EFA
  • Sector ETFs
  • Industry ETFs
More about EFA
Track This Portfolio

Track Summit Wealth Partners, LLC Portfolio

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

News

Stay updated on Summit Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email