Sugarloaf Wealth Management, LLC Msci Eafe Value ETF Transaction History
Sugarloaf Wealth Management, LLC
- $493 Million
- Q3 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 1,383 shares of EFV stock, worth $72,317. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,383
Previous 1,223
13.08%
Holding current value
$72,317
Previous $64,000
23.44%
% of portfolio
0.02%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding EFV
# of Institutions
1,022Shares Held
297MCall Options Held
1.46MPut Options Held
0-
Envestnet Asset Management Inc54MShares$2.82 Billion1.03% of portfolio
-
Jones Financial Companies Lllp14.6MShares$766 Million0.87% of portfolio
-
Jpmorgan Chase & CO New York, NY13.2MShares$692 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.8MShares$668 Million0.34% of portfolio
-
Us Bancorp \De\12.3MShares$644 Million0.92% of portfolio