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

Sugarloaf Wealth Management, LLC

  • $480 Million
  • Q4 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 11,838 shares of PFEB stock, worth $427,115. This represents 0.09% of its overall portfolio holdings.

Number of Shares
11,838
Previous 11,838 -0.0%
Holding current value
$427,115
Previous $426,000 2.11%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Oct 08, 2024
SELL
$34.29 - $36.04 $37,581 - $39,499
-1,096 Reduced 8.47%
11,838 $426,000
Q1 2024

Apr 23, 2024
BUY
$32.55 - $34.16 $206,334 - $216,540
6,339 Added 96.12%
12,934 $441,000
Q1 2023

Apr 26, 2023
BUY
$28.16 - $29.33 $185,715 - $193,431
6,595 New
6,595 $192,000
Q2 2021

Jul 20, 2021
SELL
$27.62 - $28.4 $367,207 - $377,578
-13,295 Reduced 94.66%
750 $21,000
Q1 2021

Apr 19, 2021
BUY
$26.2 - $27.56 $367,979 - $387,080
14,045 New
14,045 $21,000

Others Institutions Holding PFEB

# of Institutions
195
Shares Held
12.7M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY POWER BU

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