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 $26,816. This represents 0.01% of its overall portfolio holdings.
Number of Shares
800
Previous 800
-0.0%
Holding current value
$26,816
Previous $26,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding UFEB
# of Institutions
63Shares Held
980KCall Options Held
0Put Options Held
0-
Truist Financial Corp119KShares$3.99 Million0.01% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH116KShares$3.89 Million0.31% of portfolio
-
Commonwealth Equity Services, LLC75.1KShares$2.52 Million0.0% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ74KShares$2.48 Million0.01% of portfolio
-
Brookstone Capital Management50.1KShares$1.68 Million0.03% of portfolio