Triad Wealth Partners, LLC Msci Eafe Growth ETF Transaction History

Triad Wealth Partners, LLC

  • $188 Billion
  • Q3 2024

A detailed history of Triad Wealth Partners, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 30,280 shares of EFG stock, worth $2.98 Million. This represents 1.73% of its overall portfolio holdings.

Number of Shares
30,280
Previous 197 15270.56%
Holding current value
$2.98 Million
Previous $20.2 Million 16074.48%
% of portfolio
1.73%
Previous 0.01%

Shares

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

Oct 21, 2024
BUY
$96.84 - $108.77 $2.91 Million - $3.27 Million
30,083 Added 15270.56%
30,280 $3.26 Billion
Q2 2024

Jul 18, 2024
BUY
$97.17 - $106.25 $19,142 - $20,931
197 New
197 $20.2 Million

Others Institutions Holding EFG

# of Institutions
979
Shares Held
136M
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 Triad Wealth Partners, LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email