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 4,400 shares of UDEC stock, worth $150,876. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,400
Previous 3,850 14.29%
Holding current value
$150,876
Previous $134,000 14.93%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 10, 2025
BUY
$34.96 - $35.65 $19,228 - $19,607
550 Added 14.29%
4,400 $154,000
Q4 2023

Jan 10, 2024
BUY
$28.27 - $32.09 $77,742 - $88,247
2,750 Added 250.0%
3,850 $123,000
Q4 2022

Feb 03, 2023
BUY
$27.24 - $28.12 $29,964 - $30,932
1,100 New
1,100 $30,000

Others Institutions Holding UDEC

# of Institutions
89
Shares Held
5.45M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

UDEC Quotes by TradingView
  • Ticker UDEC
  • Sector ETFs
  • Industry ETFs
More about UDEC
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