Capital Advisors Wealth Management, LLC Ishares Tr Transaction History

Capital Advisors Wealth Management, LLC

  • $556 Million
  • Q4 2024

A detailed history of Capital Advisors Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 2,880 shares of IEFA stock, worth $217,785. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,880
Previous 3,121 7.72%
Holding current value
$217,785
Previous $243,000 16.87%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Jan 14, 2025
SELL
$70.06 - $77.43 $16,884 - $18,660
-241 Reduced 7.72%
2,880 $202,000
Q3 2024

Oct 15, 2024
SELL
$70.09 - $78.74 $3,504 - $3,936
-50 Reduced 1.58%
3,121 $243,000
Q1 2024

Apr 12, 2024
SELL
$68.14 - $74.43 $34,070 - $37,215
-500 Reduced 13.62%
3,171 $235,000
Q3 2023

Oct 10, 2023
BUY
$64.04 - $69.58 $235,090 - $255,428
3,671 New
3,671 $236,000

Others Institutions Holding IEFA

# of Institutions
2,149
Shares Held
1.52B
Call Options Held
86.4K
Put Options Held
6.1K
View Full List

About ISHARES TR

IEFA Quotes by TradingView
  • Ticker IEFA
  • Sector ETFs
  • Industry ETFs
More about IEFA
Track This Portfolio

Track Capital Advisors Wealth Management, LLC Portfolio

Follow Capital Advisors Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Advisors Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Advisors Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email