Sugarloaf Wealth Management, LLC Innovator U.S. Equity Buffer E Transaction History
Sugarloaf Wealth Management, LLC
- $480 Million
- Q4 2024
A detailed history of Sugarloaf Wealth Management, LLC transactions in Innovator U.S. Equity Buffer E stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 15,598 shares of BAPR stock, worth $717,352. This represents 0.14% of its overall portfolio holdings.
Number of Shares
15,598
Previous 15,598
-0.0%
Holding current value
$717,352
Previous $676,000
2.22%
% of portfolio
0.14%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding BAPR
# of Institutions
106Shares Held
7.43MCall Options Held
0Put Options Held
0-
Stuart Chaussee & Associates, Inc.2.22MShares$102 Million33.39% of portfolio
-
Gradient Investments LLC1.04MShares$47.6 Million1.06% of portfolio
-
Brookstone Capital Management554KShares$25.5 Million0.38% of portfolio
-
Commonwealth Equity Services, LLC482KShares$22.2 Million0.03% of portfolio
-
Penserra Capital Management LLC Orinda, CA381KShares$17.5 Million0.24% of portfolio