Sugarloaf Wealth Management, LLC Innovator Laddered Fund Of U.S Transaction History

Sugarloaf Wealth Management, LLC

  • $480 Million
  • Q4 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Innovator Laddered Fund Of U.S stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 13,743 shares of KOCT stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
13,743
Previous 5,479 150.83%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 10, 2025
BUY
N/A
8,264 Added 150.83%
13,743 $0
Q4 2023

Jan 10, 2024
BUY
N/A
4,700 Added 603.34%
5,479 $0
Q3 2023

Nov 13, 2023
BUY
N/A
779 New
779 $0

Others Institutions Holding KOCT

# of Institutions
75
Shares Held
2.12M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR LADDERED FUND OF U.S

KOCT Quotes by TradingView
  • Ticker KOCT
More about KOCT
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