Sugarloaf Wealth Management, LLC Listed Fds Tr Horizon Kinetics Call Options Transaction History
Sugarloaf Wealth Management, LLC
- $460 Million
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding INFL
# of Institutions
120Shares Held
11.1MCall Options Held
3.3KPut Options Held
300-
Jpmorgan Chase & CO New York, NY3.72MShares$127 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC668KShares$22.9 Million0.01% of portfolio
-
Rockefeller Capital Management L.P. New York, NY474KShares$16.2 Million0.05% of portfolio
-
One Charles Private Wealth Services, LLC384KShares$13.1 Million5.54% of portfolio
-
Wells Fargo & Company San Francisco, CA358KShares$12.3 Million0.0% of portfolio