Strategic Wealth Partners Group, LLC EFA Holdings History
Strategic Wealth Partners Group, LLC's iShares MSCI EAFE ETF Holding Summary
As of 2024-03-31, Strategic Wealth Partners Group, LLC held 372,465.00 shares of iShares MSCI EAFE ETF(EFA), totaling $29.75 Mil. This investment constitutes 3.28% of their stock portfolio, and Strategic Wealth Partners Group, LLC now holds -% of the outstanding iShares MSCI EAFE ETF(EFA) stock.
The initial trade took place in 2018Q2. And since then Strategic Wealth Partners Group, LLC has made 17 purchases of EFA, at an average price of $69.21, for a total of 556,723.00 shares. In addition, there have been 6 sales at an average price of $62.81 for 184,258.00 shares. Based on historical transaction data and EFA's current price of $91.54, Strategic Wealth Partners Group, LLC's estimated gain on his EFA holdings is $7.14 Mil, reflecting a 18.53% gain to date.
Strategic Wealth Partners Group, LLC EFA ($91.54) Holding Chart
Strategic Wealth Partners Group, LLC EFA ($91.54) 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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