Sugarloaf Wealth Management, LLC Ishares Tr Esg Advanced Total Transaction History
Sugarloaf Wealth Management, LLC
- $493 Million
- Q3 2024
A detailed history of Sugarloaf Wealth Management, LLC transactions in Ishares Tr Esg Advanced Total stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 894 shares of EUSB stock, worth $38,585. This represents 0.01% of its overall portfolio holdings.
Number of Shares
894
Previous 524
70.61%
Holding current value
$38,585
Previous $22,000
77.27%
% of portfolio
0.01%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding EUSB
# of Institutions
153Shares Held
12.9MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY4.98MShares$215 Million0.0% of portfolio
-
Envestnet Asset Management Inc1.71MShares$73.7 Million0.03% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA627KShares$27 Million0.1% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA446KShares$19.3 Million0.71% of portfolio
-
Impac Tfolio, LLC409KShares$17.6 Million9.36% of portfolio