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

Sugarloaf Wealth Management, LLC

$493 Million
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding BJAN

# of Institutions

114

Shares Held

3.78M

Call Options Held

0

Put Options Held

0

Commonwealth Equity Services, LLC

469K
Shares

$22.4 Million
0.03% of portfolio
Crown Wealth Group, LLC

339K
Shares

$16.2 Million
7.47% of portfolio
Penserra Capital Management LLC Orinda, CA

278K
Shares

$13.3 Million
0.28% of portfolio
Integral Investment Advisors, Inc.

235K
Shares

$11.2 Million
3.02% of portfolio
U.S. Capital Wealth Advisors, LLC Austin, TX

155K
Shares

$7.42 Million
0.27% of portfolio

About INNOVATOR U.S. EQUITY BUFFER E

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