Atlas Legacy Advisors, LLC EFA Holdings History
Number of Shares
26,575.00
Current Holdings Value*
$2.17 Mil
% of Portfolio
0.55%
Total Estimate Gain
$388,637.32
% of Total Estimate Gain
3.93%
Atlas Legacy Advisors, LLC's iShares MSCI EAFE ETF Holding Summary
As of 2025-03-31, Atlas Legacy Advisors, LLC held 26,575.00 shares of iShares MSCI EAFE ETF(EFA), totaling $2.17 Mil. This investment constitutes 0.55% of their stock portfolio, and Atlas Legacy Advisors, LLC now holds 0% of the outstanding iShares MSCI EAFE ETF(EFA) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $80.60 for 98,367.00 shares. Based on historical transaction data and EFA's current price of $88.36, Atlas Legacy Advisors, LLC's estimated gain on his EFA holdings is $388,637.32, reflecting a 3.93% gain to date.
Atlas Legacy Advisors, LLC EFA ($88.36) Holding Chart
Atlas Legacy Advisors, LLC EFA ($88.36) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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