Sugarloaf Wealth Management, LLC Innovator U.S. Equity Power Bu Transaction History

Sugarloaf Wealth Management, LLC

$480 Million
Q4 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 13,947 shares of PAUG stock, worth $593,165. This represents 0.11% of its overall portfolio holdings.

Number of Shares

13,947

Previous 13,890 0.41%

Holding current value

$593,165

Previous $525,000 2.1%

% of portfolio

0.11%

Previous 0.11%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 10, 2025	BUY	$37.61 - $38.92 $2,143 - $2,218	57 Added 0.41%	13,947 $536,000
Q3 2024 Oct 08, 2024	BUY	$35.57 - $37.86 $242,124 - $257,713	6,807 Added 96.1%	13,890 $525,000
Q1 2024 Apr 23, 2024	SELL	$32.98 - $35.38 $15,401 - $16,522	-467 Reduced 6.19%	7,083 $250,000
Q3 2023 Nov 13, 2023	BUY	$30.83 - $32.2 $232,766 - $243,110	7,550 New	7,550 $234,000

Others Institutions Holding PAUG

# of Institutions

218

Shares Held

19.4M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY POWER BU

Ticker PAUG
Sector ETFs
Industry ETFs

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Sugarloaf Wealth Management, LLC Innovator U.S. Equity Power Bu Transaction History