Wescott Financial Advisory Group, LLC Msci Eafe Growth ETF Transaction History

Wescott Financial Advisory Group, LLC

  • $822 Million
  • Q3 2024

A detailed history of Wescott Financial Advisory Group, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 7,784 shares of EFG stock, worth $792,255. This represents 0.1% of its overall portfolio holdings.

Number of Shares
7,784
Previous 6,939 12.18%
Holding current value
$792,255
Previous $709,000 18.05%
% of portfolio
0.1%
Previous 0.09%

Shares

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

Nov 12, 2024
BUY
$96.84 - $108.77 $81,829 - $91,910
845 Added 12.18%
7,784 $837,000
Q2 2024

Aug 14, 2024
BUY
$97.17 - $106.25 $159,455 - $174,356
1,641 Added 30.97%
6,939 $709,000
Q1 2024

May 13, 2024
BUY
$93.77 - $104.85 $496,793 - $555,495
5,298 New
5,298 $549,000

Others Institutions Holding EFG

# of Institutions
1,011
Shares Held
140M
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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