HERITAGE WEALTH MANAGEMENT, LLC EFA Holdings History
HERITAGE WEALTH MANAGEMENT, LLC's iShares MSCI EAFE ETF Holding Summary
As of 2024-06-30, HERITAGE WEALTH MANAGEMENT, LLC held 112,572.00 shares of iShares MSCI EAFE ETF(EFA), totaling $8.82 Mil. This investment constitutes 4.89% of their stock portfolio, and HERITAGE WEALTH MANAGEMENT, LLC now holds -% of the outstanding iShares MSCI EAFE ETF(EFA) stock.
The initial trade took place in 2021Q1. And since then HERITAGE WEALTH MANAGEMENT, LLC has made 6 purchases of EFA, at an average price of $68.67, for a total of 565,018.00 shares. In addition, there have been 3 sales at an average price of $70.61 for 452,446.00 shares. Based on historical transaction data and EFA's current price of $90.86, HERITAGE WEALTH MANAGEMENT, LLC's estimated gain on his EFA holdings is $3.38 Mil, reflecting a 8.71% gain to date.
HERITAGE WEALTH MANAGEMENT, LLC EFA ($90.86) Holding Chart
HERITAGE WEALTH MANAGEMENT, LLC EFA ($90.86) 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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