Sugarloaf Wealth Management, LLC ETF Ser Solutions Defiance Nex Transaction History

Sugarloaf Wealth Management, LLC

  • $493 Million
  • Q3 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in ETF Ser Solutions Defiance Nex stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 1 shares of FIVG stock, worth $40. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1
Previous 1 -0.0%
Holding current value
$40
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 10, 2024
SELL
$28.82 - $36.11 $16,974 - $21,268
-589 Reduced 99.83%
1 $0
Q3 2023

Nov 13, 2023
SELL
$30.65 - $34.46 $4,536 - $5,100
-148 Reduced 20.05%
590 $18,000
Q2 2023

Jul 13, 2023
BUY
$29.87 - $33.86 $8,363 - $9,480
280 Added 61.14%
738 $24,000
Q1 2023

Apr 26, 2023
BUY
$29.95 - $34.23 $29 - $34
1 Added 0.22%
458 $15,000
Q3 2022

Oct 11, 2022
BUY
$28.52 - $36.05 $28 - $36
1 Added 0.22%
457 $14,000
Q2 2022

Jul 12, 2022
BUY
$30.76 - $38.03 $30 - $38
1 Added 0.22%
456 $14,000
Q1 2022

Apr 25, 2022
SELL
$34.88 - $42.11 $9,836 - $11,875
-282 Reduced 38.26%
455 $17,000
Q3 2021

Oct 20, 2021
BUY
$36.32 - $38.84 $36 - $38
1 Added 0.14%
737 $27,000
Q2 2021

Jul 20, 2021
SELL
$34.42 - $38.05 $78.1 Million - $86.3 Million
-2,268,004 Reduced 99.97%
736 $28,000
Q1 2021

Apr 19, 2021
BUY
$32.82 - $36.69 $74.4 Million - $83.2 Million
2,268,290 Added 504064.44%
2,268,740 $26,000
Q4 2020

Feb 03, 2021
BUY
$28.34 - $33.6 $7,085 - $8,400
250 Added 125.0%
450 $15,000
Q4 2019

Jan 29, 2020
BUY
$23.57 - $26.25 $4,714 - $5,250
200 New
200 $5,000

Others Institutions Holding FIVG

# of Institutions
169
Shares Held
2.64M
Call Options Held
2.3K
Put Options Held
400
View Full List

About ETF SER SOLUTIONS DEFIANCE NEX

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