Sugarloaf Wealth Management, LLC Blackrock ETF Tr U S Equity Fa Transaction History
Sugarloaf Wealth Management, LLC
- $480 Million
- Q4 2024
A detailed history of Sugarloaf Wealth Management, LLC transactions in Blackrock ETF Tr U S Equity Fa stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 1,027 shares of DYNF stock, worth $62,503. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,027
Previous 1,082
5.08%
Holding current value
$62,503
Previous $53,000
1.89%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding DYNF
# of Institutions
654Shares Held
375MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc71.2MShares$4.34 Billion1.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC32.2MShares$1.96 Billion0.62% of portfolio
-
First Command Advisory Services, Inc.22.5MShares$1.37 Billion9.75% of portfolio
-
Jpmorgan Chase & CO New York, NY18.6MShares$1.13 Billion0.07% of portfolio
-
Morgan Stanley New York, NY12.5MShares$761 Million0.05% of portfolio