Perennial Investment Advisors, LLC Msci Eafe Growth ETF Transaction History

Perennial Investment Advisors, LLC

  • $826 Million
  • Q4 2024

A detailed history of Perennial Investment Advisors, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 5,614 shares of EFG stock, worth $557,021. This represents 0.07% of its overall portfolio holdings.

Number of Shares
5,614
Previous 4,591 22.28%
Holding current value
$557,021
Previous $494,000 9.92%
% of portfolio
0.07%
Previous 0.06%

Shares

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

Feb 12, 2025
BUY
$96.83 - $106.88 $99,057 - $109,338
1,023 Added 22.28%
5,614 $543,000
Q3 2024

Nov 14, 2024
SELL
$96.84 - $108.77 $55,198 - $61,998
-570 Reduced 11.04%
4,591 $494,000
Q2 2024

Aug 09, 2024
BUY
$97.17 - $106.25 $178,501 - $195,181
1,837 Added 55.26%
5,161 $527,000
Q1 2024

May 14, 2024
BUY
$93.77 - $104.85 $15,284 - $17,090
163 Added 5.16%
3,324 $344,000
Q4 2023

Feb 14, 2024
SELL
$82.53 - $96.98 $133,781 - $157,204
-1,621 Reduced 33.9%
3,161 $306,000
Q3 2023

Nov 14, 2023
SELL
$85.55 - $97.39 $136,195 - $155,044
-1,592 Reduced 24.98%
4,782 $412,000
Q2 2023

Aug 14, 2023
BUY
$93.15 - $96.95 $44,525 - $46,342
478 Added 8.11%
6,374 $608,000
Q1 2023

May 11, 2023
BUY
$84.36 - $93.68 $190,906 - $211,997
2,263 Added 62.29%
5,896 $552,000
Q4 2022

Feb 09, 2023
SELL
$72.2 - $88.14 $43,031 - $52,531
-596 Reduced 14.09%
3,633 $304,000
Q3 2022

Nov 09, 2022
BUY
$71.9 - $88.11 $118,563 - $145,293
1,649 Added 63.91%
4,229 $307,000
Q2 2022

Aug 10, 2022
SELL
$77.95 - $97.78 $2,182 - $2,737
-28 Reduced 1.07%
2,580 $208,000
Q1 2022

May 09, 2022
BUY
$87.3 - $110.53 $227,678 - $288,262
2,608 New
2,608 $253,000
Q4 2021

Feb 14, 2022
SELL
$105.06 - $113.44 $452,703 - $488,812
-4,309 Closed
0 $0
Q3 2021

Nov 12, 2021
BUY
$105.79 - $113.94 $102,616 - $110,521
970 Added 29.05%
4,309 $459,000
Q2 2021

Jul 29, 2021
SELL
$102.07 - $109.39 $6,838 - $7,329
-67 Reduced 1.97%
3,339 $358,000
Q1 2021

Apr 29, 2021
SELL
$97.17 - $105.39 $15,935 - $17,283
-164 Reduced 4.59%
3,406 $342,000
Q4 2020

Jan 22, 2021
SELL
$86.3 - $101.51 $53,333 - $62,733
-618 Reduced 14.76%
3,570 $360,000
Q3 2020

Oct 26, 2020
BUY
$83.58 - $91.81 $47,473 - $52,148
568 Added 15.69%
4,188 $380,000
Q2 2020

Jul 16, 2020
BUY
$68.27 - $84.77 $247,137 - $306,867
3,620 New
3,620 $301,000

Others Institutions Holding EFG

# of Institutions
1,072
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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