Sugarloaf Wealth Management, LLC Ishares Tr Esg Aware Usd Corpo Call Options Transaction History
Sugarloaf Wealth Management, LLC
- $493 Million
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding SUSC
# of Institutions
257Shares Held
39.9MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc7.98MShares$182 Million0.06% of portfolio
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Jpmorgan Chase & CO New York, NY3.16MShares$71.8 Million0.01% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA2.68MShares$60.9 Million0.23% of portfolio
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Wealthfront Advisers LLC2.39MShares$54.4 Million0.18% of portfolio
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Ameriprise Financial Inc Minneapolis, MN1.76MShares$40 Million0.01% of portfolio