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 |
|---|---|---|---|---|---|---|---|---|---|
| WEST FRASER TIMBER CO LTD COM | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| INNOVATIVE INDL PPTYS INC COM | REIT | 1152 | $10,250 | 99 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD FTSE PACIFIC ETF | ETF | 1153 | $10,188 | 134 | 0.00 | 134 | +Inf | 03-31-2024 | |
| ARCHER AVIATION INC COM CL A | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
