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 |
|---|---|---|---|---|---|---|---|---|---|
| BIOGEN IDEC INC | Stock | 1401 | $4,744 | 22 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VIKING THERAPEUTICS INC COM | Stock | 1402 | $4,674 | 57 | 0.00 | 57 | +Inf | 03-31-2024 | |
| GLACIER BANCORP INC-NEW | Stock | 1403 | $4,672 | 116 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| T ROWE PRICE GROUP INC | Stock | 1404 | $4,633 | 38 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
