Sugarloaf Wealth Management, LLC Innovator U.S. Equity Power Bu Call Options Transaction History
Sugarloaf Wealth Management, LLC
- $480 Million
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding PJUL
# of Institutions
260Shares Held
17.7MCall Options Held
0Put Options Held
0-
Alliancebernstein L.P. New York, NY3.45MShares$153 Million0.05% of portfolio
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Penserra Capital Management LLC Orinda, CA1.18MShares$52.2 Million0.84% of portfolio
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Commonwealth Equity Services, LLC693KShares$30.7 Million0.04% of portfolio
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Janney Montgomery Scott LLC603KShares$26.7 Million0.07% of portfolio
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Wealth Enhancement Advisory Services, LLC602KShares$26.7 Million0.05% of portfolio