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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES US REAL ESTATE ETF | ETF | 951 | $17,818 | 198 | 0.00 | 0.00 | 1 | 0.51 | 03-31-2024 |
| ZEBRA TECHNOLOGIES CORPORATION CL A | Stock | 952 | $17,785 | 59 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| TORONTO DOMINION BANK | Stock | 953 | $17,762 | 294 | 0.00 | 0.00 | 3 | 1.03 | 03-31-2024 |
| CIENA CORP COM NEW | Stock | 954 | $17,654 | 357 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
