Sugarloaf Wealth Management, LLC Msci Eafe Growth ETF Transaction History
Sugarloaf Wealth Management, LLC
- $493 Million
- Q3 2024
A detailed history of Sugarloaf Wealth Management, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 670 shares of EFG stock, worth $65,586. This represents 0.01% of its overall portfolio holdings.
Number of Shares
670
Previous 568
17.96%
Holding current value
$65,586
Previous $58,000
24.14%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding EFG
# of Institutions
979Shares Held
136MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc25.2MShares$2.46 Billion0.9% of portfolio
-
Jones Financial Companies Lllp7.69MShares$753 Million0.85% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.28MShares$615 Million0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY5.93MShares$581 Million0.05% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$531 Million5.34% of portfolio