Wealthspire Advisors, LLC Msci Eafe Growth ETF Transaction History

Wealthspire Advisors, LLC

  • $9.93 Billion
  • Q4 2024

A detailed history of Wealthspire Advisors, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 16,798 shares of EFG stock, worth $1.73 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
16,798
Previous 4,209 299.1%
Holding current value
$1.73 Million
Previous $453,000 258.94%
% of portfolio
0.02%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
BUY
$96.83 - $106.88 $1.22 Million - $1.35 Million
12,589 Added 299.1%
16,798 $1.63 Million
Q3 2024

Nov 13, 2024
SELL
$96.84 - $108.77 $20,626 - $23,168
-213 Reduced 4.82%
4,209 $453,000
Q2 2024

Aug 08, 2024
SELL
$97.17 - $106.25 $201,433 - $220,256
-2,073 Reduced 31.92%
4,422 $452,000
Q1 2024

May 06, 2024
SELL
$93.77 - $104.85 $138,123 - $154,444
-1,473 Reduced 18.49%
6,495 $674,000
Q4 2023

Feb 06, 2024
SELL
$82.53 - $96.98 $58,926 - $69,243
-714 Reduced 8.22%
7,968 $771,000
Q3 2023

Nov 06, 2023
BUY
$85.55 - $97.39 $11,634 - $13,245
136 Added 1.59%
8,682 $749,000
Q2 2023

Jul 31, 2023
SELL
$93.15 - $96.95 $16,767 - $17,451
-180 Reduced 2.06%
8,546 $815,000
Q1 2023

May 09, 2023
SELL
$84.36 - $93.68 $92,964 - $103,235
-1,102 Reduced 11.21%
8,726 $817,000
Q4 2022

Feb 13, 2023
SELL
$72.2 - $88.14 $403,381 - $492,438
-5,587 Reduced 36.24%
9,828 $823,000
Q3 2022

Nov 14, 2022
BUY
$71.9 - $88.11 $1.11 Million - $1.36 Million
15,415 New
15,415 $1.12 Million
Q2 2022

Aug 09, 2022
SELL
$77.95 - $97.78 $845,679 - $1.06 Million
-10,849 Closed
0 $0
Q1 2022

May 09, 2022
BUY
$87.3 - $110.53 $947,117 - $1.2 Million
10,849 New
10,849 $1.04 Million

Others Institutions Holding EFG

# of Institutions
1,069
Shares Held
157M
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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