Sugarloaf Wealth Management, LLC Proshares Large Cap Core Plus Transaction History
Sugarloaf Wealth Management, LLC
- $480 Million
- Q4 2024
Shares
3 transactions
Others Institutions Holding CSM
# of Institutions
103Shares Held
3.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY811KShares$61.9 Million0.0% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA398KShares$30.4 Million0.07% of portfolio
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Lpl Financial LLC Fort Mill, SC289KShares$22.1 Million0.01% of portfolio
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National Asset Management, Inc. Boca Raton, FL199KShares$15.2 Million0.69% of portfolio
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Stifel Financial Corp St. Louis, MO120KShares$9.2 Million0.01% of portfolio