TCWP LLC EFG Holdings History

Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-1.80 Mil
% of Total Estimate Gain
-13.22%

TCWP LLC's iShares MSCI EAFE Growth ETF Holding Summary

As of 2024-09-30, TCWP LLC held - shares of iShares MSCI EAFE Growth ETF(EFG), totaling N/A. This investment constitutes 0% of their stock portfolio, and TCWP LLC now holds 0% of the outstanding iShares MSCI EAFE Growth ETF(EFG) stock.

The initial trade took place in 2021Q4. And since then TCWP LLC has made 4 purchases of EFG, at an average price of $103.56, for a total of 131,698.00 shares. In addition, there have been 6 sales at an average price of $89.87 for 131,698.00 shares. Based on historical transaction data and EFG's current price of $111.41, TCWP LLC's estimated gain on his EFG holdings is $-1.80 Mil, reflecting a -13.22% gain to date.

TCWP LLC EFG ($111.41) Holding Chart

TCWP LLC EFG ($111.41) 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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