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 $175,140. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,500
Previous 3,500
-0.0%
Holding current value
$175,140
Previous $162,000
3.09%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding BJAN
# of Institutions
120Shares Held
4.83MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC550KShares$27.5 Million0.04% of portfolio
-
Brookstone Capital Management485KShares$24.3 Million0.37% of portfolio
-
Penserra Capital Management LLC Orinda, CA376KShares$18.8 Million0.31% of portfolio
-
Integral Investment Advisors, Inc.249KShares$12.5 Million3.81% of portfolio
-
High Tower Advisors, LLC Chicago, IL165KShares$8.26 Million0.01% of portfolio