Up Strategic Wealth Investment Advisors LLC Ishares Tr Msci Eafe ETF Transaction History

Up Strategic Wealth Investment Advisors LLC

  • $66 Billion
  • Q2 2024

A detailed history of Up Strategic Wealth Investment Advisors LLC transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Up Strategic Wealth Investment Advisors LLC holds 4,408 shares of EFA stock, worth $359,384. This represents 0.52% of its overall portfolio holdings.

Number of Shares
4,408
Previous 5,001 11.86%
Holding current value
$359,384
Previous $399 Million 13.55%
% of portfolio
0.52%
Previous 0.65%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
SELL
$76.09 - $82.16 $45,121 - $48,720
-593 Reduced 11.86%
4,408 $345 Million
Q1 2024

May 15, 2024
BUY
$73.11 - $80.04 $47,813 - $52,346
654 Added 15.04%
5,001 $399 Million
Q4 2023

Feb 13, 2024
BUY
$65.84 - $75.47 $286,206 - $328,068
4,347 New
4,347 $328 Million

Others Institutions Holding EFA

# of Institutions
2,076
Shares Held
570M
Call Options Held
67.1M
Put Options Held
106M
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 Up Strategic Wealth Investment Advisors LLC Portfolio

Follow Up Strategic Wealth Investment Advisors 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 Up Strategic Wealth Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Up Strategic Wealth Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email