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 10,688 shares of PMAR stock, worth $407,426. This represents 0.09% of its overall portfolio holdings.

Number of Shares

10,688

Previous 6,295 69.79%

Holding current value

$407,426

Previous $224,000 75.45%

% of portfolio

0.09%

Previous 0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

177

Shares Held

14.8M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY POWER BU

Ticker PMAR
Sector ETFs
Industry ETFs

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