Sterling Wealth Management, Inc. Msci Eafe Value ETF Transaction History
Sterling Wealth Management, Inc.
- $268 Billion
- Q3 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 40,046 shares of EFV stock, worth $2.2 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
40,046
Previous 40,138
0.23%
Holding current value
$2.2 Million
Previous $2.13 Billion
8.22%
% of portfolio
0.86%
Previous 1.01%
Shares
4 transactions
Others Institutions Holding EFV
# of Institutions
1,051Shares Held
300MCall Options Held
1.46MPut Options Held
0-
Envestnet Asset Management Inc54MShares$2.96 Billion1.03% of portfolio
-
Jones Financial Companies Lllp14.6MShares$803 Million0.87% of portfolio
-
Jpmorgan Chase & CO New York, NY13.2MShares$726 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.8MShares$700 Million0.34% of portfolio
-
Us Bancorp \De\12.3MShares$676 Million0.92% of portfolio