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 $54,687. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,027
Previous 1,082
5.08%
Holding current value
$54,687
Previous $53,000
1.89%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding DYNF
# of Institutions
493Shares Held
255MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc66.2MShares$3.53 Billion1.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC25.1MShares$1.34 Billion0.54% of portfolio
-
Jpmorgan Chase & CO New York, NY17.5MShares$929 Million0.07% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA9.72MShares$517 Million1.79% of portfolio
-
Cwm, LLC8.42MShares$449 Million1.79% of portfolio