Sugarloaf Wealth Management, LLC Ishares Core High Dividend ETF Transaction History
Sugarloaf Wealth Management, LLC
- $480 Million
- Q4 2024
A detailed history of Sugarloaf Wealth Management, LLC transactions in Ishares Core High Dividend ETF stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 5,637 shares of HDV stock, worth $668,830. This represents 0.13% of its overall portfolio holdings.
Number of Shares
5,637
Previous 5,637
-0.0%
Holding current value
$668,830
Previous $663,000
4.68%
% of portfolio
0.13%
Previous 0.13%
Shares
11 transactions
Others Institutions Holding HDV
# of Institutions
851Shares Held
46.2MCall Options Held
92KPut Options Held
12.3K-
Bank Of America Corp Charlotte, NC4.69MShares$557 Million0.05% of portfolio
-
Morgan Stanley New York, NY3.15MShares$374 Million0.03% of portfolio
-
Meiji Yasuda Life Insurance CO Tokyo, M03.01MShares$357 Million6.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.38MShares$282 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA2.08MShares$247 Million0.05% of portfolio