Precedent Wealth Partners, LLC Ishares Tr Msci Eafe ETF Transaction History

Precedent Wealth Partners, LLC

  • $306 Billion
  • Q4 2024

A detailed history of Precedent Wealth Partners, LLC transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 119,071 shares of EFA stock, worth $9.31 Million. This represents 2.94% of its overall portfolio holdings.

Number of Shares
119,071
Previous 127,532 6.63%
Holding current value
$9.31 Million
Previous $10.7 Billion 15.59%
% of portfolio
2.94%
Previous 3.52%

Shares

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

Jan 21, 2025
SELL
$75.1 - $82.99 $635,421 - $702,178
-8,461 Reduced 6.63%
119,071 $9 Billion
Q3 2024

Oct 17, 2024
SELL
$75.32 - $84.37 $221,666 - $248,300
-2,943 Reduced 2.26%
127,532 $10.7 Billion
Q2 2024

Jul 23, 2024
SELL
$76.09 - $82.16 $243,868 - $263,322
-3,205 Reduced 2.4%
130,475 $10.2 Billion
Q1 2024

Apr 23, 2024
BUY
$73.11 - $80.04 $464,321 - $508,334
6,351 Added 4.99%
133,680 $10.7 Billion
Q4 2023

Jan 18, 2024
BUY
$65.84 - $75.47 $8.38 Million - $9.61 Million
127,329 New
127,329 $9.59 Billion

Others Institutions Holding EFA

# of Institutions
2,126
Shares Held
571M
Call Options Held
74.2M
Put Options Held
110M
View Full List

About ISHARES TR MSCI EAFE ETF

EFA Quotes by TradingView
  • Ticker EFA
  • Sector ETFs
  • Industry ETFs
More about EFA
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