Connecticut Wealth Management, LLC Msci Eafe Growth ETF Transaction History

Connecticut Wealth Management, LLC

  • $2.11 Billion
  • Q4 2024

A detailed history of Connecticut Wealth Management, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 3,410 shares of EFG stock, worth $338,101. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,410
Previous 3,395 0.44%
Holding current value
$338,101
Previous $365,000 9.59%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Feb 18, 2025
BUY
$96.83 - $106.88 $1,452 - $1,603
15 Added 0.44%
3,410 $330,000
Q3 2024

Nov 13, 2024
BUY
$96.84 - $108.77 $11,039 - $12,399
114 Added 3.47%
3,395 $365,000
Q2 2024

Aug 13, 2024
SELL
$97.17 - $106.25 $72,585 - $79,368
-747 Reduced 18.55%
3,281 $335,000
Q4 2023

Feb 06, 2024
SELL
$82.53 - $96.98 $7,345 - $8,631
-89 Reduced 2.16%
4,028 $390,000
Q3 2023

Oct 19, 2023
BUY
$85.55 - $97.39 $352,209 - $400,954
4,117 New
4,117 $355,000

Others Institutions Holding EFG

# of Institutions
1,073
Shares Held
154M
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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