Prosperity Planning, Inc. Msci Eafe Value ETF Transaction History

Prosperity Planning, Inc.

  • $309 Million
  • Q3 2024

A detailed history of Prosperity Planning, Inc. transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Prosperity Planning, Inc. holds 8,086 shares of EFV stock, worth $448,045. This represents 0.15% of its overall portfolio holdings.

Number of Shares
8,086
Previous 6,271 28.94%
Holding current value
$448,045
Previous $332,000 40.06%
% of portfolio
0.15%
Previous 0.11%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024
BUY
$51.72 - $57.96 $93,871 - $105,197
1,815 Added 28.94%
8,086 $465,000
Q2 2024

Jul 23, 2024
SELL
$52.34 - $56.41 $64,482 - $69,497
-1,232 Reduced 16.42%
6,271 $332,000
Q1 2024

Apr 15, 2024
SELL
$50.46 - $54.5 $56,717 - $61,258
-1,124 Reduced 13.03%
7,503 $408,000
Q4 2023

Feb 05, 2024
SELL
$46.57 - $52.25 $31,481 - $35,321
-676 Reduced 7.27%
8,627 $449,000
Q3 2023

Oct 24, 2023
BUY
$47.71 - $51.06 $55,391 - $59,280
1,161 Added 14.26%
9,303 $455,000
Q2 2023

Jul 13, 2023
BUY
$47.6 - $50.24 $5,950 - $6,280
125 Added 1.56%
8,142 $398,000
Q1 2023

Apr 13, 2023
SELL
$45.61 - $50.02 $37,901 - $41,566
-831 Reduced 9.39%
8,017 $389,000
Q3 2022

Oct 12, 2022
SELL
$38.45 - $45.24 $102,200 - $120,247
-2,658 Reduced 23.1%
8,848 $341,000
Q4 2021

Jan 21, 2022
SELL
$48.8 - $52.57 $65,489 - $70,548
-1,342 Reduced 10.45%
11,506 $580,000
Q3 2021

Oct 08, 2021
SELL
$49.8 - $52.99 $44,620 - $47,479
-896 Reduced 6.52%
12,848 $653,000
Q2 2021

Jul 13, 2021
BUY
$51.35 - $54.74 $31,631 - $33,719
616 Added 4.69%
13,744 $711,000
Q1 2021

Apr 12, 2021
BUY
$46.93 - $51.65 $300,211 - $330,405
6,397 Added 95.04%
13,128 $669,000
Q4 2020

Feb 01, 2021
BUY
$38.61 - $47.72 $259,883 - $321,203
6,731 New
6,731 $318,000

Others Institutions Holding EFV

# of Institutions
974
Shares Held
236M
Call Options Held
0
Put Options Held
0
View Full List

About MSCI EAFE VALUE ETF

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