Sterling Wealth Management, Inc. Msci Eafe Value ETF Transaction History
Sterling Wealth Management, Inc.
- $271 Billion
- Q4 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 40,006 shares of EFV stock, worth $2.43 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
40,006
Previous 40,046
0.1%
Holding current value
$2.43 Million
Previous $2.3 Billion
8.89%
% of portfolio
0.78%
Previous 0.86%
Shares
5 transactions
Others Institutions Holding EFV
# of Institutions
1,091Shares Held
324MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc58MShares$3.52 Billion1.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.2MShares$1.04 Billion0.38% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$869 Million0.06% of portfolio
-
Us Bancorp \De\12.8MShares$776 Million0.89% of portfolio
-
Jones Financial Companies Lllp12.6MShares$764 Million0.63% of portfolio