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 800 shares of UFEB stock, worth $25,424. This represents 0.01% of its overall portfolio holdings.
Number of Shares
800
Previous 800
-0.0%
Holding current value
$25,424
Previous $23,000
4.35%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding UFEB
# of Institutions
56Shares Held
1.68MCall Options Held
0Put Options Held
0-
Brookstone Capital Management540KShares$17.1 Million0.33% of portfolio
-
Stratos Wealth Advisors, LLC248KShares$7.88 Million0.47% of portfolio
-
Truist Financial Corp125KShares$3.98 Million0.01% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ95.9KShares$3.05 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC77.6KShares$2.47 Million0.0% of portfolio