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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND | ETF | Liquidated | $0 | 0 | 0.00 | 528 | +Inf | 03-31-2024 | |
| MICRON TECHNOLOGY INC COM | Stock | Liquidated | $11,836 | 100 | 0.00 | 0.00 | 100 | +Inf | 03-31-2024 |
| DARDEN RESTAURANTS INC COM | Stock | 1103 | $11,701 | 70 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| WALGREENS BOOTS ALLIANCE INC COM | Stock | 1104 | $11,691 | 539 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
