Strata Wealth Advisors, LLC Msci Eafe Growth ETF Transaction History

Strata Wealth Advisors, LLC

$319 Billion
Q4 2024

A detailed history of Strata Wealth Advisors, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Strata Wealth Advisors, LLC holds 19,714 shares of EFG stock, worth $2.03 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares

19,714

Previous 20,665 4.6%

Holding current value

$2.03 Million

Previous $2.22 Billion 14.19%

% of portfolio

0.6%

Previous 0.72%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$96.83 - $106.88 $92,085 - $101,642	-951 Reduced 4.6%	19,714 $1.91 Billion
Q3 2024 Nov 13, 2024	BUY	$96.84 - $108.77 $1,936 - $2,175	20 Added 0.1%	20,665 $2.22 Billion
Q2 2024 Aug 14, 2024	SELL	$97.17 - $106.25 $233,596 - $255,425	-2,404 Reduced 10.43%	20,645 $2.11 Billion
Q1 2024 Apr 17, 2024	BUY	$93.77 - $104.85 $272,964 - $305,218	2,911 Added 14.46%	23,049 $2.39 Billion
Q4 2023 Jan 31, 2024	SELL	$82.53 - $96.98 $6.9 Million - $8.1 Million	-83,572 Reduced 80.58%	20,138 $1.95 Billion
Q3 2023 Oct 26, 2023	BUY	$85.55 - $97.39 $635,208 - $723,120	7,425 Added 7.71%	103,710 $8.95 Billion
Q1 2023 May 10, 2023	SELL	$84.36 - $93.68 $319,808 - $355,140	-3,791 Reduced 3.79%	96,285 $9.02 Billion
Q4 2022 Apr 28, 2023	BUY	$72.2 - $88.14 $7.23 Million - $8.82 Million	100,076 New	100,076 $8.38 Billion

Others Institutions Holding EFG

# of Institutions

1,067

Shares Held

157M

Call Options Held

100

Put Options Held

View Full List

About MSCI EAFE GROWTH ETF

Ticker EFG
Sector ETFs
Industry ETFs

More about EFG

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Strata Wealth Advisors, LLC Msci Eafe Growth ETF Transaction History