Cyndeo Wealth Partners, LLC Msci Eafe Growth ETF Transaction History

Cyndeo Wealth Partners, LLC

  • $1.42 Billion
  • Q4 2024

A detailed history of Cyndeo Wealth Partners, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 26,093 shares of EFG stock, worth $2.67 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
26,093
Previous 19,949 30.8%
Holding current value
$2.67 Million
Previous $2.15 Million 17.65%
% of portfolio
0.18%
Previous 0.15%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$96.83 - $106.88 $594,923 - $656,670
6,144 Added 30.8%
26,093 $2.53 Million
Q3 2024

Oct 18, 2024
SELL
$96.84 - $108.77 $343,878 - $386,242
-3,551 Reduced 15.11%
19,949 $2.15 Million
Q2 2024

Jul 30, 2024
BUY
$97.17 - $106.25 $1.17 Million - $1.28 Million
12,041 Added 105.08%
23,500 $2.4 Million
Q1 2024

Apr 16, 2024
BUY
$93.77 - $104.85 $401,523 - $448,967
4,282 Added 59.66%
11,459 $1.19 Million
Q4 2023

Jan 12, 2024
BUY
$82.53 - $96.98 $592,317 - $696,025
7,177 New
7,177 $695,000

Others Institutions Holding EFG

# of Institutions
999
Shares Held
139M
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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