DB Wealth Management Group, LLC EFA Holdings History
DB Wealth Management Group, LLC's iShares MSCI EAFE ETF Holding Summary
As of 2023-12-31, DB Wealth Management Group, LLC held 139,724.00 shares of iShares MSCI EAFE ETF(EFA), totaling $10.53 Mil. This investment constitutes 5.98% of their stock portfolio, and DB Wealth Management Group, LLC now holds 0.02% of the outstanding iShares MSCI EAFE ETF(EFA) stock.
The initial trade took place in 2020Q4. And since then DB Wealth Management Group, LLC has made 8 purchases of EFA, at an average price of $65.91, for a total of 215,295.00 shares. In addition, there have been 4 sales at an average price of $75.54 for 75,571.00 shares. Based on historical transaction data and EFA's current price of $88.36, DB Wealth Management Group, LLC's estimated gain on his EFA holdings is $3.86 Mil, reflecting a 27.23% gain to date.
DB Wealth Management Group, LLC EFA ($88.36) Holding Chart
DB Wealth Management Group, 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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