Atria Investments, Inc EFG Holdings History
Atria Investments, Inc's iShares MSCI EAFE Growth ETF Holding Summary
As of 2025-03-31, Atria Investments, Inc held 186,201.00 shares of iShares MSCI EAFE Growth ETF(EFG), totaling $18.62 Mil. This investment constitutes 0.24% of their stock portfolio, and Atria Investments, Inc now holds 0.16% of the outstanding iShares MSCI EAFE Growth ETF(EFG) stock.
The initial trade took place in 2017Q3. And since then Atria Investments, Inc has made 12 purchases of EFG, at an average price of $93.10, for a total of 712,284.00 shares. In addition, there have been 14 sales at an average price of $96.52 for 526,083.00 shares. Based on historical transaction data and EFG's current price of $110.58, Atria Investments, Inc's estimated gain on his EFG holdings is $5.05 Mil, reflecting a 7.62% gain to date.
Atria Investments, Inc EFG ($110.58) Holding Chart
Atria Investments, Inc EFG ($110.58) 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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