Sterling Wealth Management, Inc. Msci Eafe Value ETF Transaction History
Sterling Wealth Management, Inc.
- $268 Billion
- Q3 2024
A detailed history of Sterling Wealth Management, Inc. transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Sterling Wealth Management, Inc. holds 40,046 shares of EFV stock, worth $2.22 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
40,046
Previous 40,138
0.23%
Holding current value
$2.22 Million
Previous $2.13 Billion
8.22%
% of portfolio
0.86%
Previous 1.01%
Shares
4 transactions
Others Institutions Holding EFV
# of Institutions
1,055Shares Held
302MCall Options Held
1.46MPut Options Held
0-
Envestnet Asset Management Inc54MShares$3 Billion1.03% of portfolio
-
Jpmorgan Chase & CO New York, NY13.2MShares$735 Million0.06% of portfolio
-
Us Bancorp \De\12.8MShares$711 Million0.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.8MShares$710 Million0.34% of portfolio
-
Jones Financial Companies Lllp12.6MShares$700 Million0.63% of portfolio