Sterling Financial Planning, Inc. Msci Eafe Growth ETF Transaction History
Sterling Financial Planning, Inc.
- $241 Million
- Q1 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 38,478 shares of EFG stock, worth $3.99 Million. This represents 1.65% of its overall portfolio holdings.
Number of Shares
38,478
Previous 38,775
0.77%
Holding current value
$3.99 Million
Previous $3.76 Million
6.34%
% of portfolio
1.65%
Previous 1.66%
Shares
14 transactions
Others Institutions Holding EFG
# of Institutions
903Shares Held
107MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc16.9MShares$1.75 Billion0.67% of portfolio
-
Jones Financial Companies Lllp7.61MShares$790 Million1.08% of portfolio
-
Jpmorgan Chase & CO New York, NY4.85MShares$504 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.42MShares$458 Million0.25% of portfolio
-
Morgan Stanley New York, NY3.77MShares$391 Million0.03% of portfolio