Sugarloaf Wealth Management, LLC Innovator U.S. Small Cap Power Transaction History
Sugarloaf Wealth Management, LLC
- $480 Million
- Q4 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 $537,244. This represents 0.11% of its overall portfolio holdings.
Number of Shares
18,462
Previous 18,462
-0.0%
Holding current value
$537,244
Previous $537,000
1.12%
% of portfolio
0.11%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding KJUL
# of Institutions
96Shares Held
5.05MCall Options Held
0Put Options Held
0-
O Donnell Financial Services, LLC646KShares$18.8 Million8.66% of portfolio
-
High Tower Advisors, LLC Chicago, IL604KShares$17.6 Million0.02% of portfolio
-
Allworth Financial LP493KShares$14.3 Million0.08% of portfolio
-
Gradient Investments LLC356KShares$10.4 Million0.28% of portfolio
-
Leigh Baldwin & Co., LLC Cazenovia, NY312KShares$9.08 Million0.27% of portfolio