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 6,237 shares of USEP stock, worth $0. This represents 0.0% of its overall portfolio holdings.
Number of Shares
6,237
Previous 6,237
-0.0%
Holding current value
$0
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding USEP
# of Institutions
71Shares Held
3.68MCall Options Held
0Put Options Held
0-
Kellett Schaffner Wealth Advisors LLC Cincinnati, OH883KShares$00.0% of portfolio
-
Brookstone Capital Management868KShares$00.0% of portfolio
-
Sovran Advisors, LLC San Diego, CA522KShares$02.61% of portfolio
-
Envestnet Asset Management Inc131KShares$00.0% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH110KShares$00.31% of portfolio