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
Others Institutions Holding EFG
# of Institutions
1,072Shares Held
157MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc30.5MShares$3.17 Billion0.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.15MShares$949 Million0.37% of portfolio
-
Jpmorgan Chase & CO New York, NY7.28MShares$754 Million0.06% of portfolio
-
Jones Financial Companies Lllp6.74MShares$699 Million0.62% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$562 Million5.34% of portfolio