Tempus Wealth Planning, LLC Msci Eafe Growth ETF Transaction History

Tempus Wealth Planning, LLC

$297 Million
Q4 2024

A detailed history of Tempus Wealth Planning, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 12,485 shares of EFG stock, worth $1.3 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares

12,485

Previous 11,345 10.05%

Holding current value

$1.3 Million

Previous $1.22 Million 1.06%

% of portfolio

0.41%

Previous 0.48%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$96.83 - $106.88 $110,386 - $121,843	1,140 Added 10.05%	12,485 $1.21 Million
Q3 2024 Oct 22, 2024	BUY	$96.84 - $108.77 $158,139 - $177,621	1,633 Added 16.81%	11,345 $1.22 Million
Q2 2024 Jul 25, 2024	SELL	$97.17 - $106.25 $71,031 - $77,668	-731 Reduced 7.0%	9,712 $993,000
Q1 2024 Apr 19, 2024	SELL	$93.77 - $104.85 $15,753 - $17,614	-168 Reduced 1.58%	10,443 $1.08 Million
Q4 2023 Jan 23, 2024	BUY	$82.53 - $96.98 $155,156 - $182,322	1,880 Added 21.53%	10,611 $1.03 Million
Q3 2023 Oct 31, 2023	SELL	$85.55 - $97.39 $12,746 - $14,511	-149 Reduced 1.68%	8,731 $753,000
Q2 2023 Jul 21, 2023	BUY	$93.15 - $96.95 $65,577 - $68,252	704 Added 8.61%	8,880 $847,000
Q1 2023 May 08, 2023	BUY	$84.36 - $93.68 $36,696 - $40,750	435 Added 5.62%	8,176 $765,000
Q4 2022 Feb 09, 2023	BUY	$72.2 - $88.14 $6,064 - $7,403	84 Added 1.1%	7,741 $648,000
Q3 2022 Nov 14, 2022	BUY	$71.9 - $88.11 $550,538 - $674,658	7,657 New	7,657 $556,000

Others Institutions Holding EFG

# of Institutions

1,063

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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Tempus Wealth Planning, LLC Msci Eafe Growth ETF Transaction History