Wealthspire Advisors, LLC Msci Eafe Growth ETF Transaction History

Wealthspire Advisors, LLC

$9.71 Billion
Q3 2024

A detailed history of Wealthspire Advisors, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 4,209 shares of EFG stock, worth $412,019. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,209

Previous 4,422 4.82%

Holding current value

$412,019

Previous $452,000 0.22%

% of portfolio

0.0%

Previous 0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$96.84 - $108.77 $20,626 - $23,168	-213 Reduced 4.82%	4,209 $453,000
Q2 2024 Aug 08, 2024	SELL	$97.17 - $106.25 $201,433 - $220,256	-2,073 Reduced 31.92%	4,422 $452,000
Q1 2024 May 06, 2024	SELL	$93.77 - $104.85 $138,123 - $154,444	-1,473 Reduced 18.49%	6,495 $674,000
Q4 2023 Feb 06, 2024	SELL	$82.53 - $96.98 $58,926 - $69,243	-714 Reduced 8.22%	7,968 $771,000
Q3 2023 Nov 06, 2023	BUY	$85.55 - $97.39 $11,634 - $13,245	136 Added 1.59%	8,682 $749,000
Q2 2023 Jul 31, 2023	SELL	$93.15 - $96.95 $16,767 - $17,451	-180 Reduced 2.06%	8,546 $815,000
Q1 2023 May 09, 2023	SELL	$84.36 - $93.68 $92,964 - $103,235	-1,102 Reduced 11.21%	8,726 $817,000
Q4 2022 Feb 13, 2023	SELL	$72.2 - $88.14 $403,381 - $492,438	-5,587 Reduced 36.24%	9,828 $823,000
Q3 2022 Nov 14, 2022	BUY	$71.9 - $88.11 $1.11 Million - $1.36 Million	15,415 New	15,415 $1.12 Million
Q2 2022 Aug 09, 2022	SELL	$77.95 - $97.78 $845,679 - $1.06 Million	-10,849 Closed	0 $0
Q1 2022 May 09, 2022	BUY	$87.3 - $110.53 $947,117 - $1.2 Million	10,849 New	10,849 $1.04 Million

Others Institutions Holding EFG

# of Institutions

983

Shares Held

137M

Call Options Held

100

Put Options Held

View Full List

About MSCI EAFE GROWTH ETF

Ticker EFG
Sector ETFs
Industry ETFs

More about EFG

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Wealthspire Advisors, LLC Msci Eafe Growth ETF Transaction History