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 $57,290. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,314
Previous 1,414
7.07%
Holding current value
$57,290
Previous $63,000
4.76%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding BMAR
# of Institutions
108Shares Held
2.65MCall Options Held
0Put Options Held
0-
Outlook Wealth Advisors, LLC415KShares$18.1 Million6.33% of portfolio
-
Penserra Capital Management LLC Orinda, CA332KShares$14.5 Million0.28% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ138KShares$6.01 Million0.02% of portfolio
-
Commonwealth Equity Services, LLC120KShares$5.22 Million0.01% of portfolio
-
Retirement Planning Group115KShares$5.02 Million0.35% of portfolio