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 $183,960. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,500
Previous 3,500 -0.0%
Holding current value
$183,960
Previous $162,000 3.09%
% 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
124
Shares Held
5.09M
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
Track This Portfolio

Track Sugarloaf Wealth Management, LLC Portfolio

Follow Sugarloaf Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sugarloaf Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sugarloaf Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email