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 10,273 shares of PMAR stock, worth $410,817. This represents 0.08% of its overall portfolio holdings.

Number of Shares

10,273

Previous 10,688 3.88%

Holding current value

$410,817

Previous $405,000 0.49%

% of portfolio

0.08%

Previous 0.09%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	SELL	$36.89 - $39.25 $15,309 - $16,288	-415 Reduced 3.88%	10,273 $403,000
Q1 2024 Apr 23, 2024	BUY	$35.51 - $36.81 $155,995 - $161,706	4,393 Added 69.79%	10,688 $393,000
Q4 2023 Jan 10, 2024	SELL	$32.79 - $35.63 $53,283 - $57,898	-1,625 Reduced 20.52%	6,295 $224,000
Q3 2023 Nov 13, 2023	SELL	$33.4 - $34.26 $50,100 - $51,390	-1,500 Reduced 15.92%	7,920 $265,000
Q1 2023 Apr 26, 2023	BUY	$30.64 - $32.17 $156,876 - $164,710	5,120 Added 119.07%	9,420 $303,000
Q4 2022 Feb 03, 2023	SELL	$29.06 - $31.07 $14,530 - $15,535	-500 Reduced 10.42%	4,300 $132,000
Q3 2022 Oct 11, 2022	SELL	$29.12 - $31.75 $43,680 - $47,625	-1,500 Reduced 23.81%	4,800 $140,000
Q2 2021 Jul 20, 2021	BUY	$29.66 - $30.59 $139,995 - $144,384	4,720 Added 298.73%	6,300 $192,000
Q1 2021 Apr 19, 2021	BUY	$28.39 - $29.53 $44,856 - $46,657	1,580 New	1,580 $186,000

Others Institutions Holding PMAR

# of Institutions

183

Shares Held

11.5M

Call Options Held

Put Options Held

View Full List

About INNOVATOR U.S. EQUITY POWER BU

Ticker PMAR
Sector ETFs
Industry ETFs

More about PMAR

Track This Portfolio

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.

Account

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