Sugarloaf Wealth Management, LLC Msci Eafe Growth ETF Transaction History

Sugarloaf Wealth Management, LLC

  • $480 Million
  • Q4 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 749 shares of EFG stock, worth $77,663. This represents 0.01% of its overall portfolio holdings.

Number of Shares
749
Previous 670 11.79%
Holding current value
$77,663
Previous $72,000 -0.0%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 10, 2025
BUY
$96.83 - $106.88 $7,649 - $8,443
79 Added 11.79%
749 $72,000
Q3 2024

Oct 08, 2024
BUY
$96.84 - $108.77 $9,877 - $11,094
102 Added 17.96%
670 $72,000
Q2 2024

Jul 08, 2024
BUY
$97.17 - $106.25 $26,333 - $28,793
271 Added 91.25%
568 $58,000
Q1 2024

Apr 23, 2024
BUY
$93.77 - $104.85 $27,849 - $31,140
297 New
297 $30,000

Others Institutions Holding EFG

# of Institutions
1,072
Shares Held
157M
Call Options Held
100
Put Options Held
0
View Full List

About MSCI EAFE GROWTH ETF

EFG Quotes by TradingView
  • Ticker EFG
  • Sector ETFs
  • Industry ETFs
More about EFG
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