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
82Shares Held
2.37MCall Options Held
0Put Options Held
0-
Penserra Capital Management LLC Orinda, CA320KShares$12.5 Million0.28% of portfolio
-
Lantz Financial LLC255KShares$9.98 Million2.8% of portfolio
-
Cerity Partners LLC New York, NY164KShares$6.4 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC127KShares$4.97 Million0.01% of portfolio
-
Strategic Blueprint, LLC Atlanta, GA101KShares$3.94 Million0.26% of portfolio