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 18,605 shares of PJUL stock, worth $849,876. This represents 0.16% of its overall portfolio holdings.

Number of Shares
18,605
Previous 18,605 -0.0%
Holding current value
$849,876
Previous $753,000 1.59%
% of portfolio
0.16%
Previous 0.15%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024
BUY
$37.89 - $40.48 $83,547 - $89,258
2,205 Added 13.45%
18,605 $753,000
Q2 2024

Jul 08, 2024
BUY
$37.29 - $38.87 $85,356 - $88,973
2,289 Added 16.22%
16,400 $637,000
Q3 2023

Nov 13, 2023
BUY
$33.63 - $34.86 $84,075 - $87,150
2,500 Added 21.53%
14,111 $475,000
Q4 2022

Feb 03, 2023
BUY
$28.61 - $30.97 $104,340 - $112,947
3,647 Added 45.79%
11,611 $350,000
Q3 2022

Oct 11, 2022
BUY
$28.61 - $31.19 $131,777 - $143,661
4,606 Added 137.16%
7,964 $228,000
Q3 2021

Oct 20, 2021
BUY
$29.41 - $30.17 $98,758 - $101,310
3,358 New
3,358 $100,000

Others Institutions Holding PJUL

# of Institutions
269
Shares Held
22M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY POWER BU

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