Sugarloaf Wealth Management, LLC Blackrock ETF Tr U S Equity Fa Transaction History
Sugarloaf Wealth Management, LLC
- $493 Million
- Q3 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 1,082 shares of DYNF stock, worth $55,333. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,082
Previous 1,156
6.4%
Holding current value
$55,333
Previous $54,000
1.85%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding DYNF
# of Institutions
438Shares Held
237MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc66.2MShares$3.39 Billion1.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC20.2MShares$1.03 Billion0.46% of portfolio
-
Jpmorgan Chase & CO New York, NY13.6MShares$697 Million0.06% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA9.93MShares$508 Million1.76% of portfolio
-
Cwm, LLC8.85MShares$452 Million1.88% of portfolio