Atlas Private Wealth Management, LLC EFG Holdings History
Atlas Private Wealth Management, LLC's iShares MSCI EAFE Growth ETF Holding Summary
As of 2024-03-31, Atlas Private Wealth Management, LLC held 36,277.00 shares of iShares MSCI EAFE Growth ETF(EFG), totaling $3.77 Mil. This investment constitutes 1.58% of their stock portfolio, and Atlas Private Wealth Management, LLC now holds -% of the outstanding iShares MSCI EAFE Growth ETF(EFG) stock.
The initial trade took place in 2020Q4. And since then Atlas Private Wealth Management, LLC has made 12 purchases of EFG, at an average price of $95.31, for a total of 37,118.00 shares. In addition, there have been 2 sales at an average price of $81.27 for 841.00 shares. Based on historical transaction data and EFG's current price of $111.51, Atlas Private Wealth Management, LLC's estimated gain on his EFG holdings is $575,880.84, reflecting a 16.28% gain to date.
Atlas Private Wealth Management, LLC EFG ($111.51) Holding Chart
Atlas Private Wealth Management, LLC EFG ($111.51) 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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