Congress Wealth Management LLC Msci Eafe Growth ETF Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 12,094 shares of EFG stock, worth $1.39 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
12,094
Previous 12,000 0.78%
Holding current value
$1.39 Million
Previous $1.2 Million 12.83%
% of portfolio
0.01%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$89.8 - $112.0 $8,441 - $10,528
94 Added 0.78%
12,094 $1.35 Million
Q1 2025

May 14, 2025
BUY
$96.1 - $106.37 $1.15 Million - $1.28 Million
12,000 New
12,000 $1.2 Million

Others Institutions Holding EFG

# of Institutions
1,120
Shares Held
81.3M
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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