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 $182,305. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,050
Previous 5,050
-0.0%
Holding current value
$182,305
Previous $176,000
1.7%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding UAUG
# of Institutions
88Shares Held
4.78MCall Options Held
0Put Options Held
0-
Brookstone Capital Management1.43MShares$51.8 Million0.85% of portfolio
-
Kestra Advisory Services, LLC347KShares$12.5 Million0.07% of portfolio
-
Onyx Bridge Wealth Group LLC244KShares$8.82 Million1.3% of portfolio
-
Kfg Wealth Management, LLC Granger, IN244KShares$8.81 Million2.25% of portfolio
-
Commonwealth Equity Services, LLC175KShares$6.3 Million0.01% of portfolio