WEALTHSOURCE PARTNERS, LLC EFG Holdings History
WEALTHSOURCE PARTNERS, LLC's iShares MSCI EAFE Growth ETF Holding Summary
As of 2023-12-31, WEALTHSOURCE PARTNERS, LLC held 391,479.00 shares of iShares MSCI EAFE Growth ETF(EFG), totaling $37.91 Mil. This investment constitutes 2.48% of their stock portfolio, and WEALTHSOURCE PARTNERS, LLC now holds 0.28% of the outstanding iShares MSCI EAFE Growth ETF(EFG) stock.
The initial trade took place in 2018Q2. And since then WEALTHSOURCE PARTNERS, LLC has made 9 purchases of EFG, at an average price of $84.36, for a total of 794,877.00 shares. In addition, there have been 10 sales at an average price of $92.95 for 403,398.00 shares. Based on historical transaction data and EFG's current price of $111.30, WEALTHSOURCE PARTNERS, LLC's estimated gain on his EFG holdings is $14.02 Mil, reflecting a 20.90% gain to date.
WEALTHSOURCE PARTNERS, LLC EFG ($111.30) Holding Chart
WEALTHSOURCE PARTNERS, LLC EFG ($111.30) 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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