Sugarloaf Wealth Management, LLC Ishares Esg Advanced Msci Usa Transaction History
Sugarloaf Wealth Management, LLC
- $460 Million
- Q2 2024
A detailed history of Sugarloaf Wealth Management, LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 4,852 shares of USXF stock, worth $235,758. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,852
Previous 4,852
-0.0%
Holding current value
$235,758
Previous $219,000
3.2%
% of portfolio
0.05%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding USXF
# of Institutions
214Shares Held
18.4MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc4.53MShares$220 Million0.07% of portfolio
-
Black Rock Inc. New York, NY2.69MShares$131 Million0.0% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA1.35MShares$65.6 Million0.24% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA605KShares$29.4 Million1.06% of portfolio
-
Adviser Investments LLC584KShares$28.4 Million0.36% of portfolio