Sugarloaf Wealth Management, LLC Innovator U.S. Equity Ultra Bu Transaction History
Sugarloaf Wealth Management, LLC
- $435 Million
- Q1 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 3,850 shares of UDEC stock, worth $132,209. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,850
Previous 3,850
-0.0%
Holding current value
$132,209
Previous $123,000
4.07%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding UDEC
# of Institutions
57Shares Held
1.99MCall Options Held
0Put Options Held
0-
Brookstone Capital Management566KShares$19.4 Million0.38% of portfolio
-
Mgo One Seven LLC Beachwood, OH151KShares$5.18 Million0.27% of portfolio
-
Commonwealth Equity Services, LLC113KShares$3.88 Million0.01% of portfolio
-
Milestone Asset Management, LLC Pittsburgh, PA105KShares$3.61 Million1.0% of portfolio
-
Arete Wealth Advisors, LLC Chicago, IL69.7KShares$2.39 Million0.22% of portfolio