Sugarloaf Wealth Management, LLC Ishares Tr Transaction History
Sugarloaf Wealth Management, LLC
- $435 Million
- Q1 2024
A detailed history of Sugarloaf Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 5,047 shares of EMB stock, worth $445,044. This represents 0.1% of its overall portfolio holdings.
Number of Shares
5,047
Previous 4,220
19.6%
Holding current value
$445,044
Previous $375,000
20.53%
% of portfolio
0.1%
Previous 0.09%
Shares
16 transactions
Others Institutions Holding EMB
# of Institutions
893Shares Held
129MCall Options Held
6.09MPut Options Held
18.7M-
Wells Fargo & Company San Francisco, CA16.8MShares$1.48 Billion0.37% of portfolio
-
Betterment LLC New York, NY8.75MShares$771 Million2.11% of portfolio
-
Wealthfront Advisers LLC5.56MShares$490 Million1.75% of portfolio
-
Envestnet Asset Management Inc5.09MShares$449 Million0.17% of portfolio
-
Royal Bank Of Canada Toronto, A65.08MShares$448 Million0.11% of portfolio