Sugarloaf Wealth Management, LLC ETF Ser Solutions Aptus Drawnd Transaction History
Sugarloaf Wealth Management, LLC
- $435 Million
- Q1 2024
A detailed history of Sugarloaf Wealth Management, LLC transactions in ETF Ser Solutions Aptus Drawnd stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 61,364 shares of ADME stock, worth $2.68 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
61,364
Previous 73,117
16.07%
Holding current value
$2.68 Million
Previous $2.81 Million
8.33%
% of portfolio
0.59%
Previous 0.71%
Shares
18 transactions
Others Institutions Holding ADME
# of Institutions
40Shares Held
3.85MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC1.95MShares$85.2 Million1.65% of portfolio
-
Second Line Capital, LLC Metairie, LA356KShares$15.6 Million4.85% of portfolio
-
Envestnet Asset Management Inc224KShares$9.82 Million0.0% of portfolio
-
Waterloo Capital, L.P. Austin, TX213KShares$9.31 Million1.14% of portfolio
-
First Heartland Consultants, Inc.204KShares$8.93 Million0.89% of portfolio