Sugarloaf Wealth Management, LLC INNOVATOR U.S. EQUITY BUFFER ETF - FEBRUARY Transaction History

Sugarloaf Wealth Management, LLC

  • $480 Million
  • Q4 2024
Number of Shares
1,842
Previous 1,842 -0.0%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024
SELL
N/A
-128 Reduced 6.5%
1,842 $0
Q1 2024

Apr 23, 2024
BUY
N/A
203 Added 11.49%
1,970 $0
Q1 2023

Apr 26, 2023
BUY
N/A
1,767 New
1,767 $0
Track This Portfolio

Track Sugarloaf Wealth Management, LLC Portfolio

Follow Sugarloaf Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sugarloaf Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sugarloaf Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email