A detailed history of Wealth Management Solutions, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Wealth Management Solutions, LLC holds 5,250 shares of EFG stock, worth $512,190. This represents 0.31% of its overall portfolio holdings.

Number of Shares
5,250
Previous 4,072 28.93%
Holding current value
$512,190
Previous $388,000 16.75%
% of portfolio
0.31%
Previous 0.25%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 25, 2023

BUY
$85.55 - $97.39 $100,777 - $114,725
1,178 Added 28.93%
5,250 $453,000
Q2 2023

Aug 03, 2023

SELL
$93.15 - $96.95 $165,713 - $172,474
-1,779 Reduced 30.41%
4,072 $388,000
Q1 2023

May 05, 2023

SELL
$84.36 - $93.68 $233,424 - $259,212
-2,767 Reduced 32.11%
5,851 $548,000
Q4 2022

Feb 09, 2023

BUY
$72.2 - $88.14 $241,797 - $295,180
3,349 Added 63.56%
8,618 $721,000
Q3 2022

Nov 07, 2022

SELL
$71.9 - $88.11 $452,754 - $554,828
-6,297 Reduced 54.44%
5,269 $382,000
Q2 2022

Aug 01, 2022

SELL
$77.95 - $97.78 $2.22 Million - $2.79 Million
-28,531 Reduced 71.15%
11,566 $931,000
Q1 2022

May 06, 2022

SELL
$87.3 - $110.53 $3.98 Million - $5.04 Million
-45,599 Reduced 53.21%
40,097 $3.86 Million
Q4 2021

Feb 03, 2022

BUY
$105.06 - $113.44 $9 Million - $9.72 Million
85,696 New
85,696 $9.45 Million

Others Institutions Holding EFG

About MSCI EAFE GROWTH ETF


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

Track Wealth Management Solutions, LLC Portfolio

Follow Wealth Management Solutions, 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 Management Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Management Solutions, LLC with notifications on news.