Atria Wealth Solutions, Inc. EFG Holdings History
Atria Wealth Solutions, Inc.'s iShares MSCI EAFE Growth ETF Holding Summary
As of 2025-03-31, Atria Wealth Solutions, Inc. held 263,736.00 shares of iShares MSCI EAFE Growth ETF(EFG), totaling $26.37 Mil. This investment constitutes 0.32% of their stock portfolio, and Atria Wealth Solutions, Inc. now holds 0.22% of the outstanding iShares MSCI EAFE Growth ETF(EFG) stock.
The initial trade took place in 2022Q1. And since then Atria Wealth Solutions, Inc. has made 7 purchases of EFG, at an average price of $94.79, for a total of 614,358.00 shares. In addition, there have been 5 sales at an average price of $95.96 for 350,622.00 shares. Based on historical transaction data and EFG's current price of $112.85, Atria Wealth Solutions, Inc.'s estimated gain on his EFG holdings is $5.18 Mil, reflecting a 8.89% gain to date.
Atria Wealth Solutions, Inc. EFG ($112.85) Holding Chart
Atria Wealth Solutions, Inc. EFG ($112.85) 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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