Sugarloaf Wealth Management, LLC Innovator U.S. Equity Ultra 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 Ultra Bu stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 5,050 shares of UAUG stock, worth $188,365. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,050
Previous 5,050
-0.0%
Holding current value
$188,365
Previous $176,000
1.7%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding UAUG
# of Institutions
93Shares Held
2.49MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC155KShares$5.79 Million0.01% of portfolio
-
Archer Investment Corp152KShares$5.69 Million1.37% of portfolio
-
Kestra Advisory Services, LLC139KShares$5.2 Million0.02% of portfolio
-
Kfg Wealth Management, LLC Granger, IN139KShares$5.2 Million1.23% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH125KShares$4.67 Million0.34% of portfolio