Avantax Planning Partners, Inc. Msci Eafe Growth ETF Transaction History

Avantax Planning Partners, Inc.

$2.78 Billion
Q3 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 9,116 shares of EFG stock, worth $892,365. This represents 0.04% of its overall portfolio holdings.

Number of Shares

9,116

Previous 9,767 6.67%

Holding current value

$892,365

Previous $999,000 1.8%

% of portfolio

0.04%

Previous 0.03%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$96.84 - $108.77 $63,042 - $70,809	-651 Reduced 6.67%	9,116 $981,000
Q2 2024 Aug 09, 2024	SELL	$97.17 - $106.25 $13,506 - $14,768	-139 Reduced 1.4%	9,767 $999,000
Q1 2024 May 02, 2024	BUY	$93.77 - $104.85 $3,657 - $4,089	39 Added 0.4%	9,906 $1.03 Million
Q2 2023 Jul 17, 2023	BUY	$93.15 - $96.95 $9,035 - $9,404	97 Added 0.99%	9,867 $941,000
Q4 2022 Feb 09, 2023	SELL	$72.2 - $88.14 $54,150 - $66,105	-750 Reduced 7.13%	9,770 $818,000
Q4 2021 Jan 28, 2022	BUY	$105.06 - $113.44 $46,541 - $50,253	443 Added 4.4%	10,520 $1.16 Million
Q3 2021 Oct 27, 2021	SELL	$105.79 - $113.94 $2,750 - $2,962	-26 Reduced 0.26%	10,077 $1.07 Million
Q2 2021 Aug 10, 2021	BUY	$102.07 - $109.39 $76,552 - $82,042	750 Added 8.02%	10,103 $1.08 Million
Q4 2020 Feb 04, 2021	SELL	$86.3 - $101.51 $31,240 - $36,746	-362 Reduced 3.73%	9,353 $944,000
Q2 2020 Jul 15, 2020	SELL	$68.27 - $84.77 $1,297 - $1,610	-19 Reduced 0.2%	9,715 $807,000
Q1 2020 Apr 27, 2020	SELL	$62.16 - $88.65 $23,372 - $33,332	-376 Reduced 3.72%	9,734 $692,000
Q4 2019 Jan 15, 2020	BUY	$78.11 - $86.74 $16,168 - $17,955	207 Added 2.09%	10,110 $874,000
Q2 2019 Aug 07, 2019	BUY	$76.79 - $80.92 $27,951 - $29,454	364 Added 3.82%	9,903 $801,000
Q4 2018 Feb 14, 2019	SELL	$66.77 - $80.32 $67,103 - $80,721	-1,005 Reduced 9.53%	9,539 $659,000
Q3 2018 Nov 13, 2018	SELL	$77.44 - $81.34 $69,386 - $72,880	-896 Reduced 7.83%	10,544 $844,000
Q1 2018 May 15, 2018	SELL	$77.76 - $85.74 $7,231 - $7,973	-93 Reduced 0.81%	11,440 $919,000
Q4 2017 Feb 09, 2018	SELL	$77.45 - $80.74 $251,480 - $262,162	-3,247 Reduced 21.97%	11,533 $931,000
Q3 2017 Oct 19, 2017	BUY	$76.75 - $77.39 $1.13 Million - $1.14 Million	14,780	14,780 $1.14 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

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Avantax Planning Partners, Inc. Msci Eafe Growth ETF Transaction History