Sugarloaf Wealth Management, LLC ETF Opportunities Tr American Transaction History
Sugarloaf Wealth Management, LLC
- $493 Million
- Q3 2024
A detailed history of Sugarloaf Wealth Management, LLC transactions in ETF Opportunities Tr American stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 500 shares of ACVF stock, worth $21,980. This represents 0.0% of its overall portfolio holdings.
Number of Shares
500
Previous 500
-0.0%
Holding current value
$21,980
Previous $20,000
5.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding ACVF
# of Institutions
41Shares Held
338KCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC62.3KShares$2.74 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC37.7KShares$1.66 Million0.0% of portfolio
-
Envestnet Asset Management Inc32KShares$1.41 Million0.0% of portfolio
-
Morgan Stanley New York, NY32KShares$1.41 Million0.0% of portfolio
-
Avantax Advisory Services, Inc.17KShares$748,6380.01% of portfolio