Legacy Wealth Planning, LLC Msci Eafe Growth ETF Transaction History

Legacy Wealth Planning, LLC

  • $60.4 Million
  • Q3 2022

A detailed history of Legacy Wealth Planning, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Legacy Wealth Planning, LLC holds 21,996 shares of EFG stock, worth $2.22 Million. This represents 2.64% of its overall portfolio holdings.

Number of Shares
21,996
Previous 22,184 0.85%
Holding current value
$2.22 Million
Previous $1.79 Million 10.64%
% of portfolio
2.64%
Previous 2.56%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 10, 2022
SELL
$71.9 - $88.11 $13,517 - $16,564
-188 Reduced 0.85%
21,996 $1.6 Million
Q2 2022

Jul 26, 2022
SELL
$77.95 - $97.78 $4,599 - $5,769
-59 Reduced 0.27%
22,184 $1.79 Million
Q1 2022

May 10, 2022
BUY
$87.3 - $110.53 $298,827 - $378,344
3,423 Added 18.19%
22,243 $2.14 Million
Q4 2021

Feb 14, 2022
BUY
$105.06 - $113.44 $756,537 - $816,881
7,201 Added 61.98%
18,820 $2.08 Million
Q3 2021

Nov 12, 2021
SELL
$105.79 - $113.94 $282,670 - $304,447
-2,672 Reduced 18.7%
11,619 $1.53 Million
Q2 2021

Aug 16, 2021
BUY
$102.07 - $109.39 $50,932 - $54,585
499 Added 3.62%
14,291 $1.53 Million
Q1 2021

May 06, 2021
SELL
$97.17 - $105.39 $585,060 - $634,553
-6,021 Reduced 30.39%
13,792 $1.39 Million
Q4 2020

Feb 12, 2021
BUY
$86.3 - $101.51 $42,545 - $50,044
493 Added 2.55%
19,813 $2 Million
Q3 2020

Nov 03, 2020
SELL
$83.58 - $91.81 $63,687 - $69,959
-762 Reduced 3.79%
19,320 $1.74 Million
Q2 2020

Aug 17, 2020
BUY
$68.27 - $84.77 $1.27 Million - $1.58 Million
18,651 Added 1303.35%
20,082 $1.67 Million
Q1 2020

May 18, 2020
SELL
$62.16 - $88.65 $1.16 Million - $1.66 Million
-18,695 Reduced 92.89%
1,431 $1.43 Million
Q1 2020

May 18, 2020
SELL
$62.16 - $88.65 $27,723 - $39,537
-446 Reduced 2.17%
20,126 $1.43 Million
Q4 2019

Feb 12, 2020
BUY
$78.11 - $86.74 $1.61 Million - $1.78 Million
20,572 New
20,572 $1.78 Million

Others Institutions Holding EFG

# of Institutions
956
Shares Held
137M
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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