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 1,314 shares of BMAR stock, worth $61,915. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,314
Previous 1,414
7.07%
Holding current value
$61,915
Previous $63,000
4.76%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding BMAR
# of Institutions
98Shares Held
2.55MCall Options Held
0Put Options Held
0-
Outlook Wealth Advisors, LLC383KShares$18.1 Million6.13% of portfolio
-
Penserra Capital Management LLC Orinda, CA292KShares$13.8 Million0.29% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ142KShares$6.69 Million0.02% of portfolio
-
Commonwealth Equity Services, LLC131KShares$6.18 Million0.01% of portfolio
-
Retirement Planning Group115KShares$5.44 Million0.33% of portfolio