Triad Wealth Partners, LLC Msci Eafe Growth ETF Transaction History

Triad Wealth Partners, LLC

  • $495 Billion
  • Q2 2025

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 63,797 shares of EFG stock, worth $7.04 Million. This represents 1.44% of its overall portfolio holdings.

Number of Shares
63,797
Previous 58,024 9.95%
Holding current value
$7.04 Million
Previous $5.8 Billion 23.14%
% of portfolio
1.44%
Previous 1.8%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025
BUY
$89.8 - $112.0 $518,415 - $646,576
5,773 Added 9.95%
63,797 $7.15 Billion
Q1 2025

May 14, 2025
SELL
$96.1 - $106.37 $2.1 Million - $2.32 Million
-21,802 Reduced 27.31%
58,024 $5.8 Billion
Q4 2024

Feb 06, 2025
BUY
$96.83 - $106.88 $4.8 Million - $5.3 Million
49,546 Added 163.63%
79,826 $7.73 Billion
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
1,103
Shares Held
121M
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
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