Sugarloaf Wealth Management, LLC Msci Eafe Value ETF Transaction History

Sugarloaf Wealth Management, LLC

  • $480 Million
  • Q4 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 1,452 shares of EFV stock, worth $87,875. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,452
Previous 1,383 4.99%
Holding current value
$87,875
Previous $79,000 3.8%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 10, 2025
BUY
$51.78 - $57.15 $3,572 - $3,943
69 Added 4.99%
1,452 $76,000
Q3 2024

Oct 08, 2024
BUY
$51.72 - $57.96 $8,275 - $9,273
160 Added 13.08%
1,383 $79,000
Q2 2024

Jul 08, 2024
BUY
$52.34 - $56.41 $33,916 - $36,553
648 Added 112.7%
1,223 $64,000
Q1 2024

Apr 23, 2024
BUY
$50.46 - $54.5 $29,014 - $31,337
575 New
575 $31,000

Others Institutions Holding EFV

# of Institutions
1,102
Shares Held
320M
Call Options Held
0
Put Options Held
0
View Full List

About MSCI EAFE VALUE ETF

EFV Quotes by TradingView
  • Ticker EFV
  • Sector ETFs
  • Industry ETFs
More about EFV
Track This Portfolio

Track Sugarloaf Wealth Management, LLC Portfolio

Follow Sugarloaf Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sugarloaf Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sugarloaf Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email