Sugarloaf Wealth Management, LLC Ishares Short Term National Mu Transaction History
Sugarloaf Wealth Management, LLC
- $493 Million
- Q3 2024
A detailed history of Sugarloaf Wealth Management, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 129 shares of SUB stock, worth $13,608. This represents 0.0% of its overall portfolio holdings.
Number of Shares
129
Previous 135
4.44%
Holding current value
$13,608
Previous $14,000
7.14%
% of portfolio
0.0%
Previous 0.0%
Shares
8 transactions
Others Institutions Holding SUB
# of Institutions
826Shares Held
68.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.1MShares$749 Million0.06% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.31MShares$666 Million1.47% of portfolio
-
Envestnet Asset Management Inc5.98MShares$630 Million0.21% of portfolio
-
Morgan Stanley New York, NY3.63MShares$383 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA2.64MShares$279 Million0.38% of portfolio