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 625 shares of BJUN stock, worth $24,437. This represents 0.0% of its overall portfolio holdings.
Number of Shares
625
Previous 625
-0.0%
Holding current value
$24,437
Previous $24,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding BJUN
# of Institutions
97Shares Held
2.27MCall Options Held
0Put Options Held
0-
Penserra Capital Management LLC Orinda, CA404KShares$15.8 Million0.21% of portfolio
-
Cerity Partners LLC New York, NY151KShares$5.91 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC111KShares$4.32 Million0.01% of portfolio
-
Strategic Blueprint, LLC Atlanta, GA106KShares$4.15 Million0.21% of portfolio
-
Blue Bell Private Wealth Management, LLC91.4KShares$3.57 Million0.57% of portfolio