Sugarloaf Wealth Management, LLC Invesco Et Seld Idxd Fd Tr Bul Transaction History
Sugarloaf Wealth Management, LLC
- $480 Million
- Q4 2024
Shares
2 transactions
Others Institutions Holding BSCP
# of Institutions
425Shares Held
140MCall Options Held
0Put Options Held
0-
Lido Advisors, LLC Los Angeles, CA40.3MShares$834 Million3.47% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.36MShares$132 Million0.05% of portfolio
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Morgan Stanley New York, NY4.25MShares$88 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA4.2MShares$87 Million0.02% of portfolio
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Bank Of America Corp Charlotte, NC4.05MShares$83.9 Million0.01% of portfolio