Sugarloaf Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Sugarloaf Wealth Management, LLC
- $480 Million
- Q4 2024
Shares
2 transactions
Others Institutions Holding PJP
# of Institutions
104Shares Held
810KCall Options Held
0Put Options Held
0-
Peak Asset Management, LLC Louisville, CO132KShares$11.4 Million2.06% of portfolio
-
Morgan Stanley New York, NY107KShares$9.27 Million0.0% of portfolio
-
Goldman Sachs Group Inc New York, NY50KShares$4.33 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC48.9KShares$4.23 Million0.0% of portfolio
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Bank Of America Corp Charlotte, NC45.8KShares$3.97 Million0.0% of portfolio