Sugarloaf Wealth Management, LLC Innovator U.S. Equity Ultra Bu Transaction History
Sugarloaf Wealth Management, LLC
- $460 Million
- Q2 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 $176,548. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,050
Previous 5,050
-0.0%
Holding current value
$176,548
Previous $164,000
3.05%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding UAUG
# of Institutions
86Shares Held
3.14MCall Options Held
0Put Options Held
0-
Kfg Wealth Management, LLC Granger, IN308KShares$10.8 Million4.52% of portfolio
-
Commonwealth Equity Services, LLC290KShares$10.1 Million0.02% of portfolio
-
Onyx Bridge Wealth Group LLC244KShares$8.54 Million1.39% of portfolio
-
Brookstone Capital Management210KShares$7.34 Million0.13% of portfolio
-
Soltis Investment Advisors LLC St. George, UT191KShares$6.68 Million0.68% of portfolio