PRECEDENT WEALTH PARTNERS, LLC EFA Holdings History
PRECEDENT WEALTH PARTNERS, LLC's iShares MSCI EAFE ETF Holding Summary
As of 2025-03-31, PRECEDENT WEALTH PARTNERS, LLC held 119,857.00 shares of iShares MSCI EAFE ETF(EFA), totaling $9.80 Mil. This investment constitutes 2.72% of their stock portfolio, and PRECEDENT WEALTH PARTNERS, LLC now holds 0.02% of the outstanding iShares MSCI EAFE ETF(EFA) stock.
The initial trade took place in 2023Q4. And since then PRECEDENT WEALTH PARTNERS, LLC has made 2 purchases of EFA, at an average price of $71.01, for a total of 134,466.00 shares. In addition, there have been 3 sales at an average price of $79.42 for 14,609.00 shares. Based on historical transaction data and EFA's current price of $88.36, PRECEDENT WEALTH PARTNERS, LLC's estimated gain on his EFA holdings is $2.20 Mil, reflecting a 23.06% gain to date.
PRECEDENT WEALTH PARTNERS, LLC EFA ($88.36) Holding Chart
PRECEDENT WEALTH PARTNERS, 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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