Sugarloaf Wealth Management, LLC Ishares Msci Usa Small Cap Min Transaction History
Sugarloaf Wealth Management, LLC
- $480 Million
- Q4 2024
A detailed history of Sugarloaf Wealth Management, LLC transactions in Ishares Msci Usa Small Cap Min stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 221 shares of SMMV stock, worth $8,988. This represents 0.0% of its overall portfolio holdings.
Number of Shares
221
Previous 220
0.45%
Holding current value
$8,988
Previous $8,000
12.5%
% of portfolio
0.0%
Previous 0.0%
Shares
19 transactions
Others Institutions Holding SMMV
# of Institutions
132Shares Held
6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.03MShares$42 Million0.0% of portfolio
-
Mercer Global Advisors Inc Denver, CO760KShares$30.9 Million0.07% of portfolio
-
Envestnet Asset Management Inc602KShares$24.5 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL409KShares$16.6 Million0.02% of portfolio
-
Wealth Management Resources, Inc.335KShares$13.6 Million5.47% of portfolio