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 |
|---|---|---|---|---|---|---|---|---|---|
| GLOBAL X FDS GLOBAL X URANIUM ETFNEW | ETF | 1701 | $1,038 | 36 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| AES CORP COM | Stock | 1702 | $1,026 | 57 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
