Sugarloaf Wealth Management, LLC Spdr Index Shs Fds S&P Intl Di Transaction History
Sugarloaf Wealth Management, LLC
- $480 Million
- Q4 2024
Shares
2 transactions
Others Institutions Holding DWX
# of Institutions
140Shares Held
5.92MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY890KShares$37.7 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC735KShares$31.2 Million0.0% of portfolio
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Ubs Group Ag365KShares$15.5 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA301KShares$12.8 Million0.0% of portfolio
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Columbia River Financial Group, LLC Vancouver, WA269KShares$11.4 Million7.31% of portfolio