A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 153,227 shares of EFG stock, worth $15.1 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
153,227
Previous 156,121 1.85%
Holding current value
$15.1 Million
Previous $16 Million 3.27%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Oct 23, 2024

SELL
$96.84 - $108.77 $280,254 - $314,780
-2,894 Reduced 1.85%
153,227 $16.5 Million
Q2 2024

Jul 16, 2024

BUY
$97.17 - $106.25 $78,513 - $85,850
808 Added 0.52%
156,121 $16 Million
Q1 2024

Apr 15, 2024

SELL
$93.77 - $104.85 $407,711 - $455,887
-4,348 Reduced 2.72%
155,313 $16.1 Million
Q4 2023

Jan 30, 2024

SELL
$82.53 - $96.98 $1.79 Million - $2.1 Million
-21,640 Reduced 11.94%
159,661 $15.5 Million
Q3 2023

Nov 13, 2023

BUY
$85.55 - $97.39 $15.3 Million - $17.4 Million
178,657 Added 6757.07%
181,301 $15.6 Million
Q2 2023

Jul 21, 2023

BUY
$93.15 - $96.95 $6,799 - $7,077
73 Added 2.84%
2,644 $252,000
Q1 2023

Apr 25, 2023

BUY
$84.36 - $93.68 $216,889 - $240,851
2,571 New
2,571 $240,000
Q2 2021

Aug 10, 2021

SELL
$102.07 - $109.39 $273,139 - $292,727
-2,676 Closed
0 $0
Q1 2021

May 12, 2021

BUY
$97.17 - $105.39 $260,026 - $282,023
2,676 New
2,676 $275,000

Others Institutions Holding EFG

About MSCI EAFE GROWTH ETF


  • Ticker EFG
  • Sector ETFs
  • Industry ETFs
More about EFG
Track This Portfolio

Track Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, 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 Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.