Transparent Wealth Partners LLC EFA Holdings History
Transparent Wealth Partners LLC's iShares MSCI EAFE ETF Holding Summary
As of 2023-03-31, Transparent Wealth Partners LLC held 32,138.00 shares of iShares MSCI EAFE ETF(EFA), totaling $2.30 Mil. This investment constitutes 1.68% of their stock portfolio, and Transparent Wealth Partners LLC now holds 0% of the outstanding iShares MSCI EAFE ETF(EFA) stock.
The initial trade took place in 2022Q1. And since then Transparent Wealth Partners LLC has made 4 purchases of EFA, at an average price of $64.72, for a total of 38,927.00 shares. In addition, there have been 1 sales at an average price of $67.00 for 6,789.00 shares. Based on historical transaction data and EFA's current price of $87.56, Transparent Wealth Partners LLC's estimated gain on his EFA holdings is $749,598.69, reflecting a 29.75% gain to date.
Transparent Wealth Partners LLC EFA ($87.56) Holding Chart
Transparent Wealth Partners LLC EFA ($87.56) 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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