Sugarloaf Wealth Management, LLC Innovator U.S. Equity Power Bu Transaction History
Sugarloaf Wealth Management, LLC
- $435 Million
- Q1 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 14,111 shares of PJUL stock, worth $551,740. This represents 0.12% of its overall portfolio holdings.
Number of Shares
14,111
Previous 14,111
-0.0%
Holding current value
$551,740
Previous $510,000
4.9%
% of portfolio
0.12%
Previous 0.13%
Shares
4 transactions
Others Institutions Holding PJUL
# of Institutions
211Shares Held
16.3MCall Options Held
0Put Options Held
0-
Alliancebernstein L.P. New York, NY3.66MShares$143 Million0.05% of portfolio
-
Penserra Capital Management LLC Orinda, CA907KShares$35.5 Million0.43% of portfolio
-
Wealth Enhancement Advisory Services, LLC740KShares$28.9 Million0.08% of portfolio
-
High Tower Advisors, LLC Chicago, IL632KShares$24.7 Million0.04% of portfolio
-
Commonwealth Equity Services, LLC567KShares$22.2 Million0.04% of portfolio