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 $79,656. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,452
Previous 1,383
4.99%
Holding current value
$79,656
Previous $79,000
3.8%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding EFV
# of Institutions
1,056Shares Held
301MCall Options Held
1.46MPut Options Held
0-
Envestnet Asset Management Inc54MShares$2.96 Billion1.03% of portfolio
-
Jones Financial Companies Lllp14.6MShares$804 Million0.87% of portfolio
-
Jpmorgan Chase & CO New York, NY13.2MShares$726 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.8MShares$701 Million0.34% of portfolio
-
Us Bancorp \De\12.3MShares$676 Million0.92% of portfolio