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 3,500 shares of BJAN stock, worth $178,850. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,500
Previous 3,500
-0.0%
Holding current value
$178,850
Previous $162,000
3.09%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding BJAN
# of Institutions
122Shares Held
5.03MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC550KShares$28.1 Million0.04% of portfolio
-
Brookstone Capital Management485KShares$24.8 Million0.37% of portfolio
-
Penserra Capital Management LLC Orinda, CA376KShares$19.2 Million0.31% of portfolio
-
Integral Investment Advisors, Inc.249KShares$12.7 Million3.81% of portfolio
-
Wealth Enhancement Advisory Services, LLC170KShares$8.69 Million0.02% of portfolio