Sugarloaf Wealth Management, LLC Ishares Tr Esg Advanced Total Call Options Transaction History
Sugarloaf Wealth Management, LLC
- $493 Million
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding EUSB
# of Institutions
163Shares Held
13.5MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY4.98MShares$212 Million0.0% of portfolio
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Envestnet Asset Management Inc1.83MShares$77.9 Million0.03% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA662KShares$28.2 Million0.1% of portfolio
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Sig Fig Wealth Management, LLC San Francisco, CA506KShares$21.5 Million0.81% of portfolio
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Impac Tfolio, LLC409KShares$17.4 Million9.36% of portfolio