Sugarloaf Wealth Management, LLC Innovator U.S. Equity Power Bu Transaction History

Sugarloaf Wealth Management, LLC

  • $493 Million
  • Q3 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 13,890 shares of PAUG stock, worth $539,904. This represents 0.11% of its overall portfolio holdings.

Number of Shares
13,890
Previous 7,083 96.1%
Holding current value
$539,904
Previous $258,000 103.49%
% of portfolio
0.11%
Previous 0.06%

Shares

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

Oct 08, 2024
BUY
$35.57 - $37.86 $242,124 - $257,713
6,807 Added 96.1%
13,890 $525,000
Q1 2024

Apr 23, 2024
SELL
$32.98 - $35.38 $15,401 - $16,522
-467 Reduced 6.19%
7,083 $250,000
Q3 2023

Nov 13, 2023
BUY
$30.83 - $32.2 $232,766 - $243,110
7,550 New
7,550 $234,000

Others Institutions Holding PAUG

# of Institutions
204
Shares Held
17.5M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY POWER BU

PAUG Quotes by TradingView
  • Ticker PAUG
  • Sector ETFs
  • Industry ETFs
More about PAUG
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