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 $197,202. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,050
Previous 5,050
-0.0%
Holding current value
$197,202
Previous $176,000
1.7%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding UAUG
# of Institutions
86Shares Held
2.35MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC153KShares$5.96 Million0.01% of portfolio
-
Archer Investment Corp149KShares$5.81 Million1.33% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH138KShares$5.38 Million0.48% of portfolio
-
Kestra Advisory Services, LLC137KShares$5.37 Million0.03% of portfolio
-
Kfg Wealth Management, LLC Granger, IN128KShares$4.98 Million1.1% of portfolio