Provident Wealth Management, LLC EFG Holdings History
Provident Wealth Management, LLC's iShares MSCI EAFE Growth ETF Holding Summary
As of 2025-03-31, Provident Wealth Management, LLC held - shares of iShares MSCI EAFE Growth ETF(EFG), totaling N/A. This investment constitutes 0% of their stock portfolio, and Provident Wealth Management, LLC now holds 0% of the outstanding iShares MSCI EAFE Growth ETF(EFG) stock.
The initial trade took place in 2022Q1. And since then Provident Wealth Management, LLC has made 5 purchases of EFG, at an average price of $97.90, for a total of 23,926.00 shares. In addition, there have been 8 sales at an average price of $94.41 for 23,926.00 shares. Based on historical transaction data and EFG's current price of $110.18, Provident Wealth Management, LLC's estimated gain on his EFG holdings is $-83,611.04, reflecting a -3.57% gain to date.
Provident Wealth Management, LLC EFG ($110.18) Holding Chart
Provident Wealth Management, LLC EFG ($110.18) 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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