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 |
|---|---|---|---|---|---|---|---|---|---|
| FORTREA HLDGS INC COMMON STOCK | Stock | 1851 | $562 | 14 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| OCCIDENTAL PETE CORP WT EXP 080327 | Stock | 1852 | $560 | 13 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| NORTHERN DYNASTY MINERALS LTD COM NEW | Stock | 1853 | $557 | 1,750 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ENTERPRISE PRODS PARTNERS L P | Stock | 1854 | $554 | 19 | 0.00 | 19 | +Inf | 03-31-2024 |
