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
151Shares Held
6.42MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY853KShares$36.4 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC711KShares$30.3 Million0.0% of portfolio
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Wells Fargo & Company San Francisco, CA636KShares$27.1 Million0.01% of portfolio
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Ubs Group Ag388KShares$16.6 Million0.0% of portfolio
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Columbia River Financial Group, LLC Vancouver, WA269KShares$11.5 Million7.31% of portfolio