Dynamic Financial Group EFG Holdings History
Number of Shares
14,052.00
Current Holdings Value*
$1.41 Mil
% of Portfolio
1.41%
Total Estimate Gain
$141,632.16
% of Total Estimate Gain
9.93%
Dynamic Financial Group's iShares MSCI EAFE Growth ETF Holding Summary
As of 2025-03-31, Dynamic Financial Group held 14,052.00 shares of iShares MSCI EAFE Growth ETF(EFG), totaling $1.41 Mil. This investment constitutes 1.41% of their stock portfolio, and Dynamic Financial Group now holds 0.01% of the outstanding iShares MSCI EAFE Growth ETF(EFG) stock.
The initial trade took place in 2024Q4. And since then Dynamic Financial Group has made 1 purchases of EFG, at an average price of $101.54, for a total of 14,052.00 shares. Based on historical transaction data and EFG's current price of $111.62, Dynamic Financial Group's estimated gain on his EFG holdings is $141,632.16, reflecting a 9.93% gain to date.
Dynamic Financial Group EFG ($111.62) Holding Chart
Dynamic Financial Group EFG ($111.62) 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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