Sugarloaf Wealth Management, LLC Innovator U.S. Equity Buffer E Transaction History

Sugarloaf Wealth Management, LLC

  • $480 Million
  • Q4 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Innovator U.S. Equity Buffer E stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 10,140 shares of BJUL stock, worth $461,268. This represents 0.09% of its overall portfolio holdings.

Number of Shares
10,140
Previous 10,290 1.46%
Holding current value
$461,268
Previous $449,000 0.45%
% of portfolio
0.09%
Previous 0.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 10, 2025
SELL
$43.33 - $45.42 $6,499 - $6,813
-150 Reduced 1.46%
10,140 $451,000
Q3 2024

Oct 08, 2024
BUY
$40.26 - $43.68 $78,104 - $84,739
1,940 Added 23.23%
10,290 $449,000
Q3 2023

Nov 13, 2023
BUY
$34.36 - $36.14 $276,598 - $290,927
8,050 Added 2683.33%
8,350 $287,000
Q2 2023

Jul 13, 2023
BUY
$32.3 - $35.28 $9,690 - $10,584
300 New
300 $10,000

Others Institutions Holding BJUL

# of Institutions
116
Shares Held
3.45M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY BUFFER E

BJUL Quotes by TradingView
  • Ticker BJUL
  • Sector ETFs
  • Industry ETFs
More about BJUL
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