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 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
70Shares Held
2.82MCall Options Held
0Put Options Held
0-
Kellett Schaffner Wealth Advisors LLC Cincinnati, OH883KShares$00.0% of portfolio
-
Brookstone Capital Management553KShares$00.0% of portfolio
-
Envestnet Asset Management Inc131KShares$00.0% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH97.2KShares$00.29% of portfolio
-
Kestra Advisory Services, LLC85.7KShares$00.0% of portfolio