WEALTH ALLIANCE, LLC EFG Holdings History
WEALTH ALLIANCE, LLC's iShares MSCI EAFE Growth ETF Holding Summary
As of 2025-03-31, WEALTH ALLIANCE, LLC held 68,407.00 shares of iShares MSCI EAFE Growth ETF(EFG), totaling $6.84 Mil. This investment constitutes 0.83% of their stock portfolio, and WEALTH ALLIANCE, LLC now holds 0.06% of the outstanding iShares MSCI EAFE Growth ETF(EFG) stock.
The initial trade took place in 2020Q3. And since then WEALTH ALLIANCE, LLC has made 13 purchases of EFG, at an average price of $98.24, for a total of 228,438.00 shares. In addition, there have been 6 sales at an average price of $96.89 for 160,031.00 shares. Based on historical transaction data and EFG's current price of $113.14, WEALTH ALLIANCE, LLC's estimated gain on his EFG holdings is $801,888.87, reflecting a 3.57% gain to date.
WEALTH ALLIANCE, LLC EFG ($113.14) Holding Chart
WEALTH ALLIANCE, LLC EFG ($113.14) 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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