Sugarloaf Wealth Management, LLC Innovator U.S. Equity Ultra 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 Ultra Bu stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 5,050 shares of UAUG stock, worth $178,669. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,050
Previous 5,050
-0.0%
Holding current value
$178,669
Previous $169,000
4.14%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding UAUG
# of Institutions
86Shares Held
4.62MCall Options Held
0Put Options Held
0-
Brookstone Capital Management1.16MShares$41.1 Million0.68% of portfolio
-
Kestra Advisory Services, LLC347KShares$12.3 Million0.07% of portfolio
-
Kfg Wealth Management, LLC Granger, IN262KShares$9.29 Million2.67% of portfolio
-
Onyx Bridge Wealth Group LLC245KShares$8.67 Million1.34% of portfolio
-
Commonwealth Equity Services, LLC175KShares$6.18 Million0.01% of portfolio