SWP FINANCIAL LLC EFG Holdings History
SWP FINANCIAL LLC's iShares MSCI EAFE Growth ETF Holding Summary
As of 2025-03-31, SWP FINANCIAL LLC held 19,000.00 shares of iShares MSCI EAFE Growth ETF(EFG), totaling $1.90 Mil. This investment constitutes 1.16% of their stock portfolio, and SWP FINANCIAL LLC now holds 0.02% of the outstanding iShares MSCI EAFE Growth ETF(EFG) stock.
The initial trade took place in 2024Q4. And since then SWP FINANCIAL LLC has made 1 purchases of EFG, at an average price of $101.54, for a total of 33,601.00 shares. In addition, there have been 1 sales at an average price of $101.94 for 14,601.00 shares. Based on historical transaction data and EFG's current price of $111.72, SWP FINANCIAL LLC's estimated gain on his EFG holdings is $199,260.40, reflecting a 5.84% gain to date.
SWP FINANCIAL LLC EFG ($111.72) Holding Chart
SWP FINANCIAL LLC EFG ($111.72) 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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