Centricity Wealth Management, LLC EFA Holdings History
Centricity Wealth Management, LLC's iShares MSCI EAFE ETF Holding Summary
As of 2025-03-31, Centricity Wealth Management, LLC held 58,126.00 shares of iShares MSCI EAFE ETF(EFA), totaling $4.75 Mil. This investment constitutes 4.31% of their stock portfolio, and Centricity Wealth Management, LLC now holds 0.01% of the outstanding iShares MSCI EAFE ETF(EFA) stock.
The initial trade took place in 2024Q4. And since then Centricity Wealth Management, LLC has made 1 purchases of EFA, at an average price of $79.31, for a total of 58,126.00 shares. Based on historical transaction data and EFA's current price of $88.95, Centricity Wealth Management, LLC's estimated gain on his EFA holdings is $560,197.54, reflecting a 12.15% gain to date.
Centricity Wealth Management, LLC EFA ($88.95) Holding Chart
Centricity Wealth Management, LLC EFA ($88.95) 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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