Sugarloaf Wealth Management, LLC First Tr Exchange Trd Fd Ii Fi Transaction History
Sugarloaf Wealth Management, LLC
- $493 Million
- Q3 2024
Shares
3 transactions
Others Institutions Holding FGD
# of Institutions
133Shares Held
11.3MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.46MShares$34.4 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA1.42MShares$33.5 Million0.01% of portfolio
-
Morgan Stanley New York, NY958KShares$22.6 Million0.0% of portfolio
-
Ae Wealth Management LLC889KShares$21 Million0.22% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN824KShares$19.5 Million0.01% of portfolio