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 800 shares of UFEB stock, worth $26,672. This represents 0.01% of its overall portfolio holdings.
Number of Shares
800
Previous 800
-0.0%
Holding current value
$26,672
Previous $26,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding UFEB
# of Institutions
91Shares Held
5.56MCall Options Held
0Put Options Held
0-
Brookstone Capital Management1.69MShares$56.2 Million0.9% of portfolio
-
Talon Private Wealth, LLC The Villages, FL1.01MShares$33.6 Million4.37% of portfolio
-
Kfg Wealth Management, LLC Granger, IN309KShares$10.3 Million2.55% of portfolio
-
High Tower Advisors, LLC Chicago, IL233KShares$7.76 Million0.01% of portfolio
-
Truist Financial Corp144KShares$4.82 Million0.01% of portfolio