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
Others Institutions Holding PFEB
# of Institutions
195Shares Held
12.7MCall Options Held
0Put Options Held
0-
Alliancebernstein L.P. New York, NY2.76MShares$99.5 Million0.04% of portfolio
-
Penserra Capital Management LLC Orinda, CA1.28MShares$46.2 Million0.86% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ805KShares$29 Million0.07% of portfolio
-
Leigh Baldwin & Co., LLC Cazenovia, NY420KShares$15.1 Million0.36% of portfolio
-
Steward Financial Group LLC406KShares$14.7 Million3.92% of portfolio