Sterling Financial Planning, Inc. Msci Eafe Growth ETF Transaction History
Sterling Financial Planning, Inc.
- $264 Million
- Q4 2024
A detailed history of Sterling Financial Planning, Inc. transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 42,971 shares of EFG stock, worth $4.5 Million. This represents 1.58% of its overall portfolio holdings.
Number of Shares
42,971
Previous 41,751
2.92%
Holding current value
$4.5 Million
Previous $4.49 Million
7.43%
% of portfolio
1.58%
Previous 1.71%
Shares
17 transactions
Others Institutions Holding EFG
# of Institutions
1,073Shares Held
157MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc30.5MShares$3.2 Billion0.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.15MShares$959 Million0.37% of portfolio
-
Jpmorgan Chase & CO New York, NY7.28MShares$763 Million0.06% of portfolio
-
Jones Financial Companies Lllp6.74MShares$706 Million0.62% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$568 Million5.34% of portfolio