Sugarloaf Wealth Management, LLC Innovator U.S. Small Cap Power Transaction History

Sugarloaf Wealth Management, LLC

  • $493 Million
  • Q3 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Innovator U.S. Small Cap Power stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 18,462 shares of KJUL stock, worth $547,029. This represents 0.11% of its overall portfolio holdings.

Number of Shares
18,462
Previous 11,677 58.11%
Holding current value
$547,029
Previous $322,000 66.77%
% of portfolio
0.11%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024
BUY
$27.38 - $29.23 $185,773 - $198,325
6,785 Added 58.11%
18,462 $537,000
Q2 2024

Jul 08, 2024
BUY
$26.59 - $28.26 $154,275 - $163,964
5,802 Added 98.76%
11,677 $322,000
Q3 2023

Nov 13, 2023
BUY
$24.83 - $26.45 $145,876 - $155,393
5,875 New
5,875 $146,000

Others Institutions Holding KJUL

# of Institutions
84
Shares Held
3.6M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. SMALL CAP POWER

KJUL Quotes by TradingView
  • Ticker KJUL
  • Sector Technology
More about KJUL
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