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 |
|---|---|---|---|---|---|---|---|---|---|
| JOHN HANCOCK PATRIOT PREMIUM DIV. FND. II | CEF | 851 | $23,963 | 2,057 | 0.00 | 0.00 | -3,694 | -64.23 | 03-31-2024 |
| MORGAN STANLEY DEAN WITTER INSD MUNI BD TR SHS OF BEN INT | CEF | 852 | $23,681 | 1,973 | 0.00 | 0.00 | 24 | 1.23 | 03-31-2024 |
| SCHWAB U.S. REIT ETF | ETF | 853 | $23,589 | 1,162 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| INNOVATOR U.S. EQUITY BUFFER ETF - JUNE | ETF | 854 | $23,500 | 625 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
