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 2,958 shares of BSEP stock, worth $129,235. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,958
Previous 3,117 5.1%
Holding current value
$129,235
Previous $131,000 3.82%
% of portfolio
0.03%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 10, 2025
SELL
$41.8 - $43.67 $6,646 - $6,943
-159 Reduced 5.1%
2,958 $126,000
Q3 2024

Oct 08, 2024
SELL
$39.49 - $42.12 $2,764 - $2,948
-70 Reduced 2.2%
3,117 $131,000
Q2 2024

Jul 08, 2024
SELL
$37.97 - $40.68 $13,061 - $13,993
-344 Reduced 9.74%
3,187 $129,000
Q3 2023

Nov 13, 2023
BUY
$33.54 - $35.45 $47,995 - $50,728
1,431 Added 68.14%
3,531 $118,000
Q3 2022

Oct 11, 2022
BUY
$28.61 - $31.84 $60,081 - $66,864
2,100 New
2,100 $61,000

Others Institutions Holding BSEP

# of Institutions
114
Shares Held
3.63M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY BUFFER E

BSEP Quotes by TradingView
  • Ticker BSEP
  • Sector ETFs
  • Industry ETFs
More about BSEP
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