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 |
|---|---|---|---|---|---|---|---|---|---|
| INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY | ETF | 151 | $535,936 | 14,111 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| PARKER-HANNIFIN CORP COM | Stock | 152 | $530,224 | 954 | 0.00 | 954 | +Inf | 03-31-2024 | |
| TARGET CORP COM | Stock | 153 | $528,186 | 2,981 | 0.00 | 0.00 | -96 | -3.12 | 03-31-2024 |
| VERIZON COMMUNICATIONS | Stock | 154 | $525,676 | 12,528 | 0.00 | 0.00 | -2,691 | -17.68 | 03-31-2024 |
