Sugarloaf Wealth Management, LLC Listed Fds Tr Trueshares Struc Transaction History
Sugarloaf Wealth Management, LLC
- $493 Million
- Q3 2024
Shares
1 transactions
Others Institutions Holding AUGZ
# of Institutions
16Shares Held
265KCall Options Held
0Put Options Held
0-
Weaver Consulting Group110KShares$4.44 Million1.52% of portfolio
-
Capital Investment Advisory Services, LLC31.6KShares$1.27 Million0.13% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ29.9KShares$1.2 Million0.0% of portfolio
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Commonwealth Equity Services, LLC29KShares$1.17 Million0.0% of portfolio
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Valtinson Bruner Financial Planning LLC12.8KShares$512,9320.22% of portfolio