Sugarloaf Wealth Management, LLC Ishares Tr Transaction History
Sugarloaf Wealth Management, LLC
- $480 Million
- Q4 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 5,060 shares of EMB stock, worth $454,388. This represents 0.09% of its overall portfolio holdings.
Number of Shares
5,060
Previous 5,282
4.2%
Holding current value
$454,388
Previous $494,000
8.91%
% of portfolio
0.09%
Previous 0.1%
Shares
19 transactions
Others Institutions Holding EMB
# of Institutions
978Shares Held
143MCall Options Held
4.61MPut Options Held
10.6M-
Wells Fargo & Company San Francisco, CA17MShares$1.53 Billion0.35% of portfolio
-
Betterment LLC New York, NY9.03MShares$811 Million1.93% of portfolio
-
Jones Financial Companies Lllp7.78MShares$699 Million0.66% of portfolio
-
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, FL5.5MShares$494 Million15.69% of portfolio
-
Envestnet Asset Management Inc5.23MShares$470 Million0.16% of portfolio