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 27,763 shares of PSEP stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
27,763
Previous 27,978 0.77%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 10, 2025
SELL
N/A
-215 Reduced 0.77%
27,763 $0
Q3 2024

Oct 08, 2024
BUY
N/A
4,423 Added 18.78%
27,978 $0
Q2 2024

Jul 08, 2024
SELL
N/A
-734 Reduced 3.02%
23,555 $0
Q4 2023

Jan 10, 2024
SELL
N/A
-250 Reduced 1.02%
24,289 $0
Q3 2023

Nov 13, 2023
BUY
N/A
5,116 Added 26.34%
24,539 $0
Q4 2022

Feb 03, 2023
SELL
N/A
-3,500 Reduced 15.27%
19,423 $0
Q3 2022

Oct 11, 2022
BUY
N/A
22,923 New
22,923 $638,000

Others Institutions Holding PSEP

# of Institutions
200
Shares Held
18.8M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY POWER BU

PSEP Quotes by TradingView
  • Ticker PSEP
More about PSEP
Track This Portfolio

Track Sugarloaf Wealth Management, LLC Portfolio

Follow Sugarloaf Wealth Management, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email