Sugarloaf Wealth Management, LLC Ishares Msci Usa Small Cap Min Put Options Transaction History

Sugarloaf Wealth Management, LLC

$493 Million
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding SMMV

# of Institutions

132

Shares Held

6M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

1.03M
Shares

$45.4 Million
0.0% of portfolio
Mercer Global Advisors Inc Denver, CO

760K
Shares

$33.4 Million
0.07% of portfolio
Envestnet Asset Management Inc

602K
Shares

$26.5 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

409K
Shares

$18 Million
0.02% of portfolio
Wealth Management Resources, Inc.

335K
Shares

$14.8 Million
5.47% of portfolio

About ISHARES MSCI USA SMALL-CAP MIN

Ticker SMMV
Sector ETFs
Industry ETFs

More about SMMV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sugarloaf Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sugarloaf Wealth Management, LLC with notifications on news.