Sugarloaf Wealth Management, LLC Ishares Tr Ishares Esg Aware 1 Transaction History
Sugarloaf Wealth Management, LLC
- $480 Million
- Q4 2024
A detailed history of Sugarloaf Wealth Management, LLC transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 50 shares of SUSB stock, worth $1,238. This represents 0.0% of its overall portfolio holdings.
Number of Shares
50
Previous 1,265
96.05%
Holding current value
$1,238
Previous $31,000
96.77%
% of portfolio
0.0%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding SUSB
# of Institutions
319Shares Held
28.6MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY2.72MShares$67.4 Million0.01% of portfolio
-
Envestnet Asset Management Inc1.88MShares$46.7 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.1MShares$27.2 Million0.0% of portfolio
-
Wealthspire Advisors, LLC New York, NY918KShares$22.7 Million0.24% of portfolio
-
Royal Bank Of Canada Toronto, A6728KShares$18 Million0.0% of portfolio