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 1,414 shares of BMAR stock, worth $64,732. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,414
Previous 1,664
15.02%
Holding current value
$64,732
Previous $71,000
11.27%
% of portfolio
0.01%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding BMAR
# of Institutions
100Shares Held
2.62MCall Options Held
0Put Options Held
0-
Outlook Wealth Advisors, LLC387KShares$17.7 Million6.05% of portfolio
-
Penserra Capital Management LLC Orinda, CA292KShares$13.4 Million0.29% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ142KShares$6.5 Million0.02% of portfolio
-
Commonwealth Equity Services, LLC131KShares$6 Million0.01% of portfolio
-
Retirement Planning Group115KShares$5.28 Million0.33% of portfolio