Wr Wealth Planners, LLC Msci Eafe Growth ETF Transaction History

Wr Wealth Planners, LLC

  • $301 Million
  • Q4 2024

A detailed history of Wr Wealth Planners, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 8,712 shares of EFG stock, worth $999,614. This represents 0.28% of its overall portfolio holdings.

Number of Shares
8,712
Previous 19,775 55.94%
Holding current value
$999,614
Previous $2.13 Million 60.39%
% of portfolio
0.28%
Previous 0.61%

Shares

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

Feb 05, 2025
SELL
$96.83 - $106.88 $1.07 Million - $1.18 Million
-11,063 Reduced 55.94%
8,712 $843,000
Q3 2024

Oct 17, 2024
BUY
$96.84 - $108.77 $413,991 - $464,991
4,275 Added 27.58%
19,775 $2.13 Million
Q2 2024

Jul 31, 2024
SELL
$97.17 - $106.25 $16,227 - $17,743
-167 Reduced 1.07%
15,500 $1.59 Million
Q1 2024

Jul 31, 2024
SELL
$93.77 - $104.85 $921,102 - $1.03 Million
-9,823 Reduced 38.54%
15,667 $1.63 Million
Q4 2023

Jul 30, 2024
BUY
$82.53 - $96.98 $2.1 Million - $2.47 Million
25,490 New
25,490 $2.47 Million
Q3 2023

Aug 01, 2024
SELL
$85.55 - $97.39 $427,151 - $486,268
-4,993 Reduced 14.29%
29,942 $2.58 Billion
Q2 2023

Aug 01, 2024
BUY
$93.15 - $96.95 $1.81 Million - $1.88 Million
19,435 Added 125.39%
34,935 $3.33 Billion
Q1 2023

Aug 01, 2024
BUY
$84.36 - $93.68 $1.67 Million - $1.86 Million
19,803 Added 127.76%
35,303 $3.31 Billion
Q4 2022

Oct 10, 2024
SELL
$72.2 - $88.14 $268,728 - $328,057
-3,722 Reduced 11.95%
27,433 $2.3 Billion
Q3 2022

Oct 10, 2024
BUY
$71.9 - $88.11 $1.13 Million - $1.38 Million
15,655 Added 101.0%
31,155 $2.26 Billion
Q2 2022

Oct 17, 2024
SELL
$77.95 - $97.78 $135,009 - $169,354
-1,732 Reduced 5.08%
32,365 $2.61 Billion
Q1 2022

Oct 17, 2024
BUY
$87.3 - $110.53 $1.25 Million - $1.58 Million
14,322 Added 72.42%
34,097 $3.28 Billion

Others Institutions Holding EFG

# of Institutions
1,120
Shares Held
81.3M
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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