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 $85,940. This represents 0.01% of its overall portfolio holdings.
Number of Shares
749
Previous 670
11.79%
Holding current value
$85,940
Previous $72,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding EFG
# of Institutions
1,120Shares Held
81.3MCall Options Held
100Put Options Held
0-
Axiom Advisory, LLC San Diego, CA5.42MShares$622 Million5.34% of portfolio
-
Envestnet Asset Management Inc4.34MShares$498 Million0.15% of portfolio
-
Jones Financial Companies Lllp3.8MShares$436 Million0.3% of portfolio
-
Bank Of America Corp Charlotte, NC3.5MShares$401 Million0.03% of portfolio
-
Black Rock Inc. New York, NY3.32MShares$381 Million0.01% of portfolio