Sugarloaf Wealth Management, LLC Ishares Tr Esg Aware Usd Corpo Put Options Transaction History

Sugarloaf Wealth Management, LLC

$460 Million
Q2 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding SUSC

# of Institutions

241

Shares Held

36.8M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

7.87M
Shares

$180 Million
0.07% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

2.63M
Shares

$60.2 Million
0.24% of portfolio
Jpmorgan Chase & CO New York, NY

2.31M
Shares

$53 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.12M
Shares

$48.6 Million
0.01% of portfolio
Wealthfront Advisers LLC

2.06M
Shares

$47 Million
0.17% of portfolio

About ISHARES TR ESG AWARE USD CORPO

Ticker SUSC
Sector ETFs
Industry ETFs

More about SUSC

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.