Sterling Financial Planning, Inc. Msci Eafe Growth ETF Transaction History
Sterling Financial Planning, Inc.
- $264 Million
- Q4 2024
A detailed history of Sterling Financial Planning, Inc. transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 42,971 shares of EFG stock, worth $4.26 Million. This represents 1.58% of its overall portfolio holdings.
Number of Shares
42,971
Previous 41,751
2.92%
Holding current value
$4.26 Million
Previous $4.49 Million
7.43%
% of portfolio
1.58%
Previous 1.71%
Shares
17 transactions
Others Institutions Holding EFG
# of Institutions
1,072Shares Held
154MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc30.5MShares$3.03 Billion0.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.15MShares$908 Million0.37% of portfolio
-
Jpmorgan Chase & CO New York, NY7.28MShares$722 Million0.06% of portfolio
-
Jones Financial Companies Lllp6.74MShares$669 Million0.62% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$538 Million5.34% of portfolio