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 18,605 shares of PJUL stock, worth $778,619. This represents 0.16% of its overall portfolio holdings.

Number of Shares

18,605

Previous 18,605 -0.0%

Holding current value

$778,619

Previous $753,000 1.59%

% of portfolio

0.16%

Previous 0.15%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	BUY	$37.89 - $40.48 $83,547 - $89,258	2,205 Added 13.45%	18,605 $753,000
Q2 2024 Jul 08, 2024	BUY	$37.29 - $38.87 $85,356 - $88,973	2,289 Added 16.22%	16,400 $637,000
Q3 2023 Nov 13, 2023	BUY	$33.63 - $34.86 $84,075 - $87,150	2,500 Added 21.53%	14,111 $475,000
Q4 2022 Feb 03, 2023	BUY	$28.61 - $30.97 $104,340 - $112,947	3,647 Added 45.79%	11,611 $350,000
Q3 2022 Oct 11, 2022	BUY	$28.61 - $31.19 $131,777 - $143,661	4,606 Added 137.16%	7,964 $228,000
Q3 2021 Oct 20, 2021	BUY	$29.41 - $30.17 $98,758 - $101,310	3,358 New	3,358 $100,000

Others Institutions Holding PJUL

# of Institutions

247

Shares Held

19.1M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY POWER BU

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