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 $68,183. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,314
Previous 1,414
7.07%
Holding current value
$68,183
Previous $63,000
4.76%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding BMAR
# of Institutions
107Shares Held
2.43MCall Options Held
0Put Options Held
0-
Penserra Capital Management LLC Orinda, CA360KShares$18.7 Million0.24% of portfolio
-
Macroview Investment Management LLC138KShares$7.18 Million5.48% of portfolio
-
Commonwealth Equity Services, LLC126KShares$6.53 Million0.01% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ120KShares$6.23 Million0.01% of portfolio
-
Round Table Services, LLC101KShares$5.24 Million0.6% of portfolio