Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SUGARLOAF WEALTH MANAGEMENT LLC | 04-23-2024 | 03-31-2024 | 675 | 482,864,920 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DNP SELECT INCOME FD INC COM | CEF | 651 | $43,990 | 4,850 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| II-VI INC | Stock | 652 | $43,950 | 725 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| CARMAX INC | Stock | 653 | $43,555 | 500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - OCTOBER | ETF | 654 | $43,380 | 1,500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
