Wr Wealth Planners, LLC Msci Eafe Growth ETF Transaction History

Wr Wealth Planners, LLC

$347 Million
Q3 2024

A detailed history of Wr Wealth Planners, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 19,775 shares of EFG stock, worth $2.03 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares

19,775

Previous 15,500 27.58%

Holding current value

$2.03 Million

Previous $1.59 Million 34.26%

% of portfolio

0.61%

Previous 0.5%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	BUY	$96.84 - $108.77 $413,991 - $464,991	4,275 Added 27.58%	19,775 $2.13 Million
Q2 2024 Jul 31, 2024	SELL	$97.17 - $106.25 $16,227 - $17,743	-167 Reduced 1.07%	15,500 $1.59 Million
Q1 2024 Jul 31, 2024	SELL	$93.77 - $104.85 $921,102 - $1.03 Million	-9,823 Reduced 38.54%	15,667 $1.63 Million
Q4 2023 Jul 30, 2024	BUY	$82.53 - $96.98 $2.1 Million - $2.47 Million	25,490 New	25,490 $2.47 Million
Q3 2023 Aug 01, 2024	SELL	$85.55 - $97.39 $427,151 - $486,268	-4,993 Reduced 14.29%	29,942 $2.58 Billion
Q2 2023 Aug 01, 2024	BUY	$93.15 - $96.95 $1.81 Million - $1.88 Million	19,435 Added 125.39%	34,935 $3.33 Billion
Q1 2023 Aug 01, 2024	BUY	$84.36 - $93.68 $1.67 Million - $1.86 Million	19,803 Added 127.76%	35,303 $3.31 Billion
Q4 2022 Oct 10, 2024	SELL	$72.2 - $88.14 $268,728 - $328,057	-3,722 Reduced 11.95%	27,433 $2.3 Billion
Q3 2022 Oct 10, 2024	BUY	$71.9 - $88.11 $1.13 Million - $1.38 Million	15,655 Added 101.0%	31,155 $2.26 Billion
Q2 2022 Oct 17, 2024	SELL	$77.95 - $97.78 $135,009 - $169,354	-1,732 Reduced 5.08%	32,365 $2.61 Billion
Q1 2022 Oct 17, 2024	BUY	$87.3 - $110.53 $1.25 Million - $1.58 Million	14,322 Added 72.42%	34,097 $3.28 Billion

Others Institutions Holding EFG

# of Institutions

954

Shares Held

135M

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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Wr Wealth Planners, LLC Msci Eafe Growth ETF Transaction History