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

Sugarloaf Wealth Management, LLC

  • $435 Million
  • Q1 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 5,875 shares of KJUL stock, worth $161,621. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,875
Previous 5,875 -0.0%
Holding current value
$161,621
Previous $159,000 3.14%
% of portfolio
0.04%
Previous 0.04%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
83
Shares Held
3.7M
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
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