Sugarloaf Wealth Management, LLC Innovator U.S. Equity Ultra Bu Call Options Transaction History

Sugarloaf Wealth Management, LLC

$480 Million
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding UDEC

# of Institutions

89

Shares Held

5.45M

Call Options Held

0

Put Options Held

0

Brookstone Capital Management

2.37M
Shares

$81.2 Million
1.34% of portfolio
Sovran Advisors, LLC San Diego, CA

269K
Shares

$9.22 Million
1.17% of portfolio
Tounjian Advisory Partners, LLC Fort Myers, FL

222K
Shares

$7.61 Million
1.43% of portfolio
Encompass More Asset Management Danville, CA

163K
Shares

$5.59 Million
1.89% of portfolio
Trek Financial, LLC Scottsdale, AZ

134K
Shares

$4.59 Million
0.36% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UDEC
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