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 |
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Others Institutions Holding BOCT
# of Institutions
89Shares Held
3.62MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC645KShares$28.1 Million0.04% of portfolio
-
Trustcore Financial Services, LLC597KShares$26 Million1.69% of portfolio
-
Penserra Capital Management LLC Orinda, CA298KShares$13 Million0.27% of portfolio
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Integral Investment Advisors, Inc.247KShares$10.8 Million2.9% of portfolio
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High Tower Advisors, LLC Chicago, IL156KShares$6.78 Million0.01% of portfolio