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 3,531 shares of BSEP stock, worth $144,064. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,531
Previous 3,531
-0.0%
Holding current value
$144,064
Previous $129,000
6.98%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding BSEP
# of Institutions
99Shares Held
3.21MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC313KShares$12.8 Million0.02% of portfolio
-
Lantz Financial LLC302KShares$12.3 Million3.97% of portfolio
-
Penserra Capital Management LLC Orinda, CA227KShares$9.25 Million0.11% of portfolio
-
Vantage Financial Partners, LLC Elm Grove, WI173KShares$7.06 Million1.85% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ138KShares$5.62 Million0.01% of portfolio