Wealth Plan Partners, LLC Msci Eafe Growth ETF Transaction History

Wealth Plan Partners, LLC

$705 Billion
Q4 2024

A detailed history of Wealth Plan Partners, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 21,633 shares of EFG stock, worth $2.25 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

21,633

Previous 26,133 17.22%

Holding current value

$2.25 Million

Previous $2.81 Billion 25.54%

% of portfolio

0.3%

Previous 0.38%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$96.83 - $106.88 $435,735 - $480,960	-4,500 Reduced 17.22%	21,633 $2.09 Billion
Q3 2024 Nov 05, 2024	SELL	$96.84 - $108.77 $20,820 - $23,385	-215 Reduced 0.82%	26,133 $2.81 Billion
Q2 2024 Aug 09, 2024	BUY	$97.17 - $106.25 $748,792 - $818,762	7,706 Added 41.34%	26,348 $2.7 Billion
Q1 2024 May 07, 2024	BUY	$93.77 - $104.85 $135,122 - $151,088	1,441 Added 8.38%	18,642 $1.93 Billion
Q4 2023 Jan 05, 2024	SELL	$82.53 - $96.98 $146,490 - $172,139	-1,775 Reduced 9.35%	17,201 $1.67 Billion
Q3 2023 Nov 01, 2023	BUY	$85.55 - $97.39 $47,565 - $54,148	556 Added 3.02%	18,976 $1.64 Billion
Q2 2023 Jul 31, 2023	SELL	$93.15 - $96.95 $628,296 - $653,927	-6,745 Reduced 26.8%	18,420 $1.76 Billion
Q1 2023 May 10, 2023	BUY	$84.36 - $93.68 $228,784 - $254,060	2,712 Added 12.08%	25,165 $2.36 Billion
Q4 2022 Feb 16, 2023	SELL	$72.2 - $88.14 $1.46 Million - $1.79 Million	-20,279 Reduced 47.46%	22,453 $2.06 Billion
Q1 2022 May 03, 2022	SELL	$87.3 - $110.53 $1.17 Million - $1.48 Million	-13,411 Reduced 23.89%	42,732 $3.77 Million
Q4 2021 Feb 01, 2022	SELL	$105.06 - $113.44 $256,661 - $277,133	-2,443 Reduced 4.17%	56,143 $5.61 Million
Q3 2021 Dec 09, 2021	BUY	$105.79 - $113.94 $1.26 Million - $1.36 Million	11,911 Added 25.52%	58,586 $6.24 Million
Q2 2021 Aug 19, 2021	BUY	$102.07 - $109.39 $244,457 - $261,989	2,395 Added 5.41%	46,675 $5.17 Million
Q1 2021 May 11, 2021	BUY	$97.17 - $105.39 $11,563 - $12,541	119 Added 0.27%	44,280 $4.59 Million
Q4 2020 Feb 09, 2021	BUY	$86.3 - $101.51 $152,060 - $178,860	1,762 Added 4.16%	44,161 $4.5 Million
Q3 2020 Dec 18, 2020	SELL	$83.58 - $91.81 $23,820 - $26,165	-285 Reduced 0.67%	42,399 $4.01 Million
Q2 2020 Aug 19, 2020	BUY	$68.27 - $84.77 $197,983 - $245,833	2,900 Added 7.29%	42,684 $3.83 Million
Q1 2020 May 15, 2020	SELL	$62.16 - $88.65 $3,356 - $4,787	-54 Reduced 0.14%	39,784 $3 Million
Q4 2019 Feb 14, 2020	BUY	$78.11 - $86.74 $1.52 Million - $1.68 Million	19,422 Added 95.13%	39,838 $3.52 Million
Q3 2019 Nov 15, 2019	SELL	$76.85 - $82.17 $671,207 - $717,672	-8,734 Reduced 29.96%	20,416 $1.72 Million
Q2 2019 Aug 19, 2019	SELL	$76.79 - $80.92 $912,265 - $961,329	-11,880 Reduced 28.95%	29,150 $2.3 Million
Q1 2019 May 16, 2019	SELL	$68.09 - $77.86 $143,057 - $163,583	-2,101 Reduced 4.87%	41,030 $3.2 Million
Q4 2018 Feb 20, 2019	BUY	$66.77 - $80.32 $1.37 Million - $1.65 Million	20,503 Added 90.61%	43,131 $3.24 Million
Q3 2018 Nov 21, 2018	SELL	$77.44 - $81.34 $596,520 - $626,562	-7,703 Reduced 25.4%	22,628 $1.61 Million
Q2 2018 Aug 16, 2018	BUY	$78.08 - $82.76 $535,628 - $567,733	6,860 Added 29.23%	30,331 $2.39 Million
Q1 2018 May 16, 2018	BUY	$77.76 - $85.74 $1.83 Million - $2.01 Million	23,471 New	23,471 $1.89 Million

Others Institutions Holding EFG

# of Institutions

1,064

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

Track This Portfolio

Portfolio Update

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

News

Stay updated on Wealth Plan Partners, LLC with notifications on news.

Account

Wealth Plan Partners, LLC Msci Eafe Growth ETF Transaction History