Sugarloaf Wealth Management, LLC Ishares Tr Transaction History
Sugarloaf Wealth Management, LLC
- $493 Million
- Q3 2024
A detailed history of Sugarloaf Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 1,273 shares of IDV stock, worth $35,987. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,273
Previous 1,273
-0.0%
Holding current value
$35,987
Previous $35,000
8.57%
% of portfolio
0.01%
Previous 0.01%
Shares
12 transactions
Others Institutions Holding IDV
# of Institutions
478Shares Held
76.4MCall Options Held
92.6KPut Options Held
28.2K-
Bank Of America Corp Charlotte, NC10.8MShares$304 Million0.03% of portfolio
-
Morgan Stanley New York, NY6.84MShares$194 Million0.02% of portfolio
-
Envestnet Asset Management Inc5.38MShares$152 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.76MShares$106 Million0.03% of portfolio
-
Ubs Group Ag2.66MShares$75.2 Million0.02% of portfolio