Sugarloaf Wealth Management, LLC Innovator U.S. Equity Ultra Bu Transaction History
Sugarloaf Wealth Management, LLC
- $493 Million
- Q3 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 $26,472. This represents 0.01% of its overall portfolio holdings.
Number of Shares
800
Previous 800
-0.0%
Holding current value
$26,472
Previous $25,000
4.0%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding UFEB
# of Institutions
64Shares Held
1.03MCall Options Held
0Put Options Held
0-
Truist Financial Corp122KShares$4.02 Million0.01% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH102KShares$3.39 Million0.28% of portfolio
-
Commonwealth Equity Services, LLC75.1KShares$2.48 Million0.0% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ74KShares$2.45 Million0.01% of portfolio
-
Brookstone Capital Management57.3KShares$1.9 Million0.03% of portfolio