Sugarloaf Wealth Management, LLC Innovator U.S. Equity Buffer E Transaction History
Sugarloaf Wealth Management, LLC
- $435 Million
- Q1 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 625 shares of BJUN stock, worth $24,437. This represents 0.01% of its overall portfolio holdings.
Number of Shares
625
Previous 625
-0.0%
Holding current value
$24,437
Previous $22,000
4.55%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding BJUN
# of Institutions
83Shares Held
1.88MCall Options Held
0Put Options Held
0-
Penserra Capital Management LLC Orinda, CA232KShares$9.08 Million0.11% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ131KShares$5.13 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC114KShares$4.46 Million0.01% of portfolio
-
Blue Bell Private Wealth Management, LLC96KShares$3.75 Million0.82% of portfolio
-
Round Table Services, LLC87.1KShares$3.41 Million0.5% of portfolio