TSA Wealth Managment LLC EFG Holdings History
TSA Wealth Managment LLC's iShares MSCI EAFE Growth ETF Holding Summary
As of 2025-03-31, TSA Wealth Managment LLC held 71,191.00 shares of iShares MSCI EAFE Growth ETF(EFG), totaling $7.12 Mil. This investment constitutes 2.83% of their stock portfolio, and TSA Wealth Managment LLC now holds 0.06% of the outstanding iShares MSCI EAFE Growth ETF(EFG) stock.
The initial trade took place in 2023Q4. And since then TSA Wealth Managment LLC has made 2 purchases of EFG, at an average price of $94.99, for a total of 140,878.00 shares. In addition, there have been 3 sales at an average price of $102.20 for 69,687.00 shares. Based on historical transaction data and EFG's current price of $108.28, TSA Wealth Managment LLC's estimated gain on his EFG holdings is $1.45 Mil, reflecting a 10.83% gain to date.
TSA Wealth Managment LLC EFG ($108.28) Holding Chart
TSA Wealth Managment LLC EFG ($108.28) 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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