Sax Wealth Advisors, LLC Msci Eafe Growth ETF Transaction History

Sax Wealth Advisors, LLC

  • $1.11 Billion
  • Q3 2024

A detailed history of Sax Wealth Advisors, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 7,486 shares of EFG stock, worth $734,226. This represents 0.07% of its overall portfolio holdings.

Number of Shares
7,486
Previous 5,939 26.05%
Holding current value
$734,226
Previous $607,000 32.62%
% of portfolio
0.07%
Previous 0.06%

Shares

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

Oct 17, 2024
BUY
$96.84 - $108.77 $149,811 - $168,267
1,547 Added 26.05%
7,486 $805,000
Q2 2024

Jul 12, 2024
BUY
$97.17 - $106.25 $577,092 - $631,018
5,939 New
5,939 $607,000

Others Institutions Holding EFG

# of Institutions
983
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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