Sugarloaf Wealth Management, LLC Innovator U.S. Equity Buffer E Call Options Transaction History

Sugarloaf Wealth Management, LLC

$480 Million
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding BNOV

# of Institutions

92

Shares Held

3.47M

Call Options Held

0

Put Options Held

0

Brookstone Capital Management

533K
Shares

$21.5 Million
0.35% of portfolio
Penserra Capital Management LLC Orinda, CA

393K
Shares

$15.8 Million
0.28% of portfolio
Envestnet Asset Management Inc

177K
Shares

$7.16 Million
0.0% of portfolio
Wealth Plan Investment Management, LLC Omaha, NE

170K
Shares

$6.87 Million
0.71% of portfolio
Commonwealth Equity Services, LLC

167K
Shares

$6.73 Million
0.01% of portfolio

About INNOVATOR U.S. EQUITY BUFFER E

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