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 $2.26 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
40,138
Previous 39,818
0.8%
Holding current value
$2.26 Million
Previous $2.17 Billion
1.72%
% of portfolio
1.01%
Previous 1.08%
Shares
3 transactions
Others Institutions Holding EFV
# of Institutions
959Shares Held
223MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc25.2MShares$1.42 Billion0.47% of portfolio
-
Jones Financial Companies Lllp14.3MShares$805 Million0.88% of portfolio
-
Us Bancorp \De\11.8MShares$662 Million0.86% of portfolio
-
Jpmorgan Chase & CO New York, NY9.14MShares$514 Million0.04% of portfolio
-
Morgan Stanley New York, NY7.98MShares$449 Million0.03% of portfolio