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 |
|---|---|---|---|---|---|---|---|---|---|
| POWER INTEGRATIONS INC | Stock | 1551 | $2,862 | 40 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ROBERT HALF INC. COM | Stock | 1552 | $2,854 | 36 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN | ETF | 1553 | $2,799 | 90 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BANK OF MONTREAL | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
