Sugarloaf Wealth Management, LLC Innovator U.S. Equity Ultra Bu Put Options Transaction History
Sugarloaf Wealth Management, LLC
- $480 Million
- Q4 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding UDEC
# of Institutions
105Shares Held
8.63MCall Options Held
0Put Options Held
0-
Brookstone Capital Management2.37MShares$86.3 Million1.34% of portfolio
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Talon Private Wealth, LLC The Villages, FL951KShares$34.7 Million4.38% of portfolio
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Altfest L J & CO Inc623KShares$22.7 Million3.29% of portfolio
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Raymond James Financial Inc St. Petersburg, FL385KShares$14 Million0.01% of portfolio
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Commonwealth Equity Services, LLC376KShares$13.7 Million0.02% of portfolio