Sugarloaf Wealth Management, LLC Innovator U.S. Equity Buffer E Transaction History

Sugarloaf Wealth Management, LLC

  • $493 Million
  • Q3 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 $167,265. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,500
Previous 3,500 -0.0%
Holding current value
$167,265
Previous $157,000 3.18%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024
SELL
$40.34 - $43.54 $32,272 - $34,832
-800 Reduced 18.6%
3,500 $152,000
Q1 2023

Apr 26, 2023
BUY
$32.89 - $35.44 $26,312 - $28,352
800 Added 22.86%
4,300 $151,000
Q4 2022

Feb 03, 2023
BUY
$30.94 - $34.88 $108,290 - $122,080
3,500 New
3,500 $115,000

Others Institutions Holding BJAN

# of Institutions
114
Shares Held
3.78M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY BUFFER E

BJAN Quotes by TradingView
  • Ticker BJAN
  • Sector ETFs
  • Industry ETFs
More about BJAN
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