Sugarloaf Wealth Management, LLC Ishares Tr Transaction History
Sugarloaf Wealth Management, LLC
- $480 Million
- Q4 2024
A detailed history of Sugarloaf Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 5,060 shares of EMB stock, worth $485,608. This represents 0.09% of its overall portfolio holdings.
Number of Shares
5,060
Previous 5,282
4.2%
Holding current value
$485,608
Previous $494,000
8.91%
% of portfolio
0.09%
Previous 0.1%
Shares
19 transactions
Others Institutions Holding EMB
# of Institutions
1,035Shares Held
139MCall Options Held
4.25MPut Options Held
9.47M-
Wells Fargo & Company San Francisco, CA18.7MShares$1.79 Billion0.35% of portfolio
-
Jpmorgan Chase & CO New York, NY11.4MShares$1.09 Billion0.07% of portfolio
-
Betterment LLC New York, NY6.72MShares$645 Million1.26% of portfolio
-
Bank Of America Corp Charlotte, NC5.49MShares$527 Million0.04% of portfolio
-
Envestnet Asset Management Inc4.57MShares$438 Million0.13% of portfolio