Sugarloaf Wealth Management, LLC Ishares Tr Call Options Transaction History

Sugarloaf Wealth Management, LLC

$493 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding ITA

# of Institutions

701

Shares Held

18.7M

Call Options Held

309K

Put Options Held

178K

Bank Of America Corp Charlotte, NC

4.02M
Shares

$625 Million
0.05% of portfolio
Morgan Stanley New York, NY

1.87M
Shares

$291 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

974K
Shares

$151 Million
0.07% of portfolio
Ameriprise Financial Inc Minneapolis, MN

751K
Shares

$117 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

720K
Shares

$112 Million
0.02% of portfolio

About ISHARES TR

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