Sterling Wealth Management, Inc. Msci Eafe Value ETF Transaction History
Sterling Wealth Management, Inc.
- $211 Billion
- Q2 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 40,138 shares of EFV stock, worth $2.23 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
40,138
Previous 39,818
0.8%
Holding current value
$2.23 Million
Previous $2.17 Billion
1.72%
% of portfolio
1.01%
Previous 1.08%
Shares
3 transactions
Others Institutions Holding EFV
# of Institutions
985Shares Held
246MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc54MShares$3 Billion1.03% of portfolio
-
Jones Financial Companies Lllp14.3MShares$796 Million0.88% of portfolio
-
Us Bancorp \De\12.3MShares$685 Million0.92% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA9.86MShares$548 Million2.03% of portfolio
-
Jpmorgan Chase & CO New York, NY9.14MShares$509 Million0.04% of portfolio