Total Wealth Planning, LLC Msci Eafe Growth ETF Transaction History

Total Wealth Planning, LLC

  • $604 Million
  • Q4 2024

A detailed history of Total Wealth Planning, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Total Wealth Planning, LLC holds 21,379 shares of EFG stock, worth $2.2 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
21,379
Previous 13,522 58.11%
Holding current value
$2.2 Million
Previous $1.46 Million 42.27%
% of portfolio
0.34%
Previous 0.24%

Shares

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

Jan 15, 2025
BUY
$96.83 - $106.88 $760,793 - $839,756
7,857 Added 58.11%
21,379 $2.07 Million
Q3 2024

Oct 10, 2024
SELL
$96.84 - $108.77 $143,807 - $161,523
-1,485 Reduced 9.9%
13,522 $1.46 Million
Q2 2024

Aug 02, 2024
BUY
$97.17 - $106.25 $12,146 - $13,281
125 Added 0.84%
15,007 $1.54 Million
Q1 2024

Apr 18, 2024
SELL
$93.77 - $104.85 $93,770 - $104,850
-1,000 Reduced 6.3%
14,882 $1.54 Million
Q4 2023

Feb 05, 2024
SELL
$82.53 - $96.98 $27,647 - $32,488
-335 Reduced 2.07%
15,882 $1.54 Million
Q2 2023

Jul 31, 2023
SELL
$93.15 - $96.95 $5,402 - $5,623
-58 Reduced 0.36%
16,217 $1.55 Million
Q1 2023

Apr 14, 2023
BUY
$84.36 - $93.68 $18,643 - $20,703
221 Added 1.38%
16,275 $1.52 Million
Q4 2022

Feb 02, 2023
BUY
$72.2 - $88.14 $141,367 - $172,578
1,958 Added 13.89%
16,054 $1.34 Million
Q3 2022

Nov 14, 2022
BUY
$71.9 - $88.11 $1.01 Million - $1.24 Million
14,096 New
14,096 $1.02 Million
Q1 2022

May 13, 2022
SELL
$87.3 - $110.53 $420,611 - $532,533
-4,818 Closed
0 $0
Q4 2021

Feb 09, 2022
BUY
$105.06 - $113.44 $506,179 - $546,553
4,818 New
4,818 $373,000
Q1 2020

May 13, 2020
SELL
$62.16 - $88.65 $299,486 - $427,115
-4,818 Closed
0 $0
Q1 2019

May 15, 2019
SELL
$68.09 - $77.86 $27,236 - $31,144
-400 Reduced 7.67%
4,818 $373,000
Q4 2018

Feb 14, 2019
BUY
$66.77 - $80.32 $348,405 - $419,109
5,218 New
5,218 $360,000

Others Institutions Holding EFG

# of Institutions
1,073
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 Total Wealth Planning, LLC Portfolio

Follow Total Wealth Planning, 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 Total Wealth Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Total Wealth Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email