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 39,230 shares of PJAN stock, worth $1.7 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
39,230
Previous 41,230 4.85%
Holding current value
$1.7 Million
Previous $1.7 Million 2.7%
% of portfolio
0.35%
Previous 0.35%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 10, 2025
SELL
$41.16 - $42.25 $82,320 - $84,500
-2,000 Reduced 4.85%
39,230 $1.66 Million
Q1 2024

Apr 23, 2024
SELL
$36.88 - $39.11 $78,738 - $83,499
-2,135 Reduced 4.92%
41,230 $1.61 Million
Q4 2023

Jan 10, 2024
BUY
$33.78 - $37.24 $43,914 - $48,412
1,300 Added 3.09%
43,365 $1.61 Million
Q3 2023

Nov 13, 2023
SELL
$34.68 - $35.75 $56,355 - $58,093
-1,625 Reduced 3.72%
42,065 $1.46 Million
Q1 2023

Apr 26, 2023
BUY
$31.4 - $33.34 $220,428 - $234,046
7,020 Added 19.14%
43,690 $1.45 Million
Q4 2022

Feb 03, 2023
BUY
$29.37 - $32.4 $699,006 - $771,120
23,800 Added 184.93%
36,670 $1.16 Million
Q3 2022

Oct 11, 2022
SELL
$29.43 - $32.09 $34,580 - $37,705
-1,175 Reduced 8.37%
12,870 $379,000
Q2 2021

Jul 20, 2021
BUY
$31.63 - $32.48 $244,974 - $251,557
7,745 Added 122.94%
14,045 $456,000
Q1 2021

Apr 19, 2021
BUY
$30.27 - $31.55 $190,701 - $198,765
6,300 New
6,300 $443,000
Q4 2020

Feb 03, 2021
SELL
$28.89 - $30.6 $4,333 - $4,590
-150 Closed
0 $0
Q2 2020

Jul 21, 2020
BUY
$24.35 - $28.6 $3,652 - $4,290
150 New
150 $4,000

Others Institutions Holding PJAN

# of Institutions
231
Shares Held
18.6M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY POWER BU

PJAN Quotes by TradingView
  • Ticker PJAN
  • Sector ETFs
  • Industry ETFs
More about PJAN
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