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 3,585 shares of UOCT stock, worth $123,037. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,585
Previous 3,585
-0.0%
Holding current value
$123,037
Previous $116,000
3.45%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding UOCT
# of Institutions
54Shares Held
1.32MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC333KShares$11.4 Million0.02% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH108KShares$3.7 Million0.43% of portfolio
-
Kestra Advisory Services, LLC62.1KShares$2.13 Million0.01% of portfolio
-
Kfg Wealth Management, LLC Granger, IN49.2KShares$1.69 Million0.74% of portfolio
-
Brookstone Capital Management47.8KShares$1.64 Million0.03% of portfolio