Sugarloaf Wealth Management, LLC Ishares Currency Hedged Msci E Transaction History
Sugarloaf Wealth Management, LLC
- $493 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding HEFA
# of Institutions
411Shares Held
138MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY47MShares$1.63 Billion0.28% of portfolio
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Envestnet Asset Management Inc7.31MShares$254 Million0.09% of portfolio
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Jpmorgan Chase & CO New York, NY5.33MShares$185 Million0.02% of portfolio
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Partners Capital Investment Group, LLP Boston, MA4.91MShares$171 Million2.96% of portfolio
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Coldstream Capital Management Inc4.81MShares$167 Million3.72% of portfolio