Legacy Wealth Planning, LLC EFG Holdings History
Legacy Wealth Planning, LLC's iShares MSCI EAFE Growth ETF Holding Summary
As of 2022-09-30, Legacy Wealth Planning, LLC held 21,996.00 shares of iShares MSCI EAFE Growth ETF(EFG), totaling $1.60 Mil. This investment constitutes 2.64% of their stock portfolio, and Legacy Wealth Planning, LLC now holds 0.02% of the outstanding iShares MSCI EAFE Growth ETF(EFG) stock.
The initial trade took place in 2019Q4. And since then Legacy Wealth Planning, LLC has made 4 purchases of EFG, at an average price of $91.02, for a total of 32,188.00 shares. In addition, there have been 7 sales at an average price of $101.45 for 10,192.00 shares. Based on historical transaction data and EFG's current price of $110.01, Legacy Wealth Planning, LLC's estimated gain on his EFG holdings is $523,901.74, reflecting a 17.88% gain to date.
Legacy Wealth Planning, LLC EFG ($110.01) Holding Chart
Legacy Wealth Planning, LLC EFG ($110.01) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
