Taylor & Morgan Wealth Management, LLC Msci Eafe Growth ETF Transaction History

Taylor & Morgan Wealth Management, LLC

  • $128 Million
  • Q1 2025

A detailed history of Taylor & Morgan Wealth Management, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Taylor & Morgan Wealth Management, LLC holds 7,250 shares of EFG stock, worth $732,975. This represents 0.57% of its overall portfolio holdings.

Number of Shares
7,250
Previous 2,250 222.22%
Holding current value
$732,975
Previous $217,000 236.87%
% of portfolio
0.57%
Previous 0.16%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 08, 2025
BUY
$96.1 - $106.37 $480,500 - $531,850
5,000 Added 222.22%
7,250 $731,000
Q4 2024

Jan 15, 2025
BUY
$96.83 - $106.88 $1,549 - $1,710
16 Added 0.72%
2,250 $217,000
Q2 2024

Jul 16, 2024
BUY
$97.17 - $106.25 $1,846 - $2,018
19 Added 0.86%
2,234 $228,000
Q4 2023

Jan 10, 2024
BUY
$82.53 - $96.98 $182,803 - $214,810
2,215 New
2,215 $214,000
Q2 2023

Jul 13, 2023
BUY
$93.15 - $96.95 $204,930 - $213,290
2,200 New
2,200 $209,000

Others Institutions Holding EFG

# of Institutions
1,073
Shares Held
151M
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 Taylor & Morgan Wealth Management, LLC Portfolio

Follow Taylor & Morgan Wealth Management, 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 Taylor & Morgan Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Taylor & Morgan Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email