Sugarloaf Wealth Management, LLC Listed Fds Tr Horizon Kinetics Transaction History

Sugarloaf Wealth Management, LLC

  • $435 Million
  • Q1 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Listed Fds Tr Horizon Kinetics stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 2,256 shares of INFL stock, worth $76,997. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,256
Previous 112,108 97.99%
Holding current value
$76,997
Previous $3.53 Million 97.93%
% of portfolio
0.02%
Previous 0.89%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024
SELL
$29.62 - $32.56 $3.25 Million - $3.58 Million
-109,852 Reduced 97.99%
2,256 $73,000
Q4 2023

Jan 10, 2024
SELL
$29.42 - $31.75 $87,789 - $94,742
-2,984 Reduced 2.59%
112,108 $3.53 Million
Q3 2023

Nov 13, 2023
SELL
$29.87 - $32.19 $8.31 Million - $8.96 Million
-278,195 Reduced 70.74%
115,092 $3.5 Million
Q2 2023

Jul 13, 2023
BUY
$29.38 - $32.03 $617,479 - $673,174
21,017 Added 5.65%
393,287 $12 Million
Q1 2023

Apr 26, 2023
BUY
$28.93 - $32.92 $1.26 Million - $1.43 Million
43,457 Added 13.22%
372,270 $11.5 Million
Q4 2022

Feb 03, 2023
SELL
$30.41 - $33.05 $833,538 - $905,900
-27,410 Reduced 7.69%
328,813 $10.4 Million
Q3 2022

Oct 11, 2022
BUY
N/A
9,247 Added 2.67%
356,223 $9.92 Million
Q2 2022

Jul 12, 2022
BUY
N/A
4,889 Added 1.43%
346,976 $9.9 Million
Q1 2022

Apr 25, 2022
BUY
N/A
10,917 Added 3.3%
342,087 $11.4 Million
Q4 2021

Jan 20, 2022
BUY
N/A
22,293 Added 7.22%
331,170 $10.3 Million
Q3 2021

Oct 20, 2021
BUY
N/A
90,193 Added 41.24%
308,877 $9.02 Million
Q2 2021

Jul 20, 2021
BUY
N/A
218,484 Added 109242.0%
218,684 $6.59 Million
Q1 2021

Apr 19, 2021
BUY
N/A
200 New
200 $5,000

Others Institutions Holding INFL

# of Institutions
120
Shares Held
11.1M
Call Options Held
3.3K
Put Options Held
300
View Full List

About LISTED FDS TR HORIZON KINETICS

INFL Quotes by TradingView
  • Ticker INFL
  • Sector ETFs
  • Industry ETFs
More about INFL
Track This Portfolio

Track Sugarloaf Wealth Management, LLC Portfolio

Follow Sugarloaf Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sugarloaf Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sugarloaf Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email