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 20,665 shares of EFG stock, worth $2.03 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares
20,665
Previous 20,645 0.1%
Holding current value
$2.03 Million
Previous $2.11 Billion 5.33%
% of portfolio
0.72%
Previous 0.73%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About MSCI EAFE GROWTH ETF


  • Ticker EFG
  • Sector ETFs
  • Industry ETFs
More about EFG
Track This Portfolio

Track Strata Wealth Advisors, LLC Portfolio

Follow Strata Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strata Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strata Wealth Advisors, LLC with notifications on news.