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 10,138 shares of PMAR stock, worth $447,998. This represents 0.08% of its overall portfolio holdings.

Number of Shares
10,138
Previous 10,273 1.31%
Holding current value
$447,998
Previous $403,000 0.99%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Jan 10, 2025
SELL
$39.04 - $40.41 $5,270 - $5,455
-135 Reduced 1.31%
10,138 $407,000
Q3 2024

Oct 08, 2024
SELL
$36.89 - $39.25 $15,309 - $16,288
-415 Reduced 3.88%
10,273 $403,000
Q1 2024

Apr 23, 2024
BUY
$35.51 - $36.81 $155,995 - $161,706
4,393 Added 69.79%
10,688 $393,000
Q4 2023

Jan 10, 2024
SELL
$32.79 - $35.63 $53,283 - $57,898
-1,625 Reduced 20.52%
6,295 $224,000
Q3 2023

Nov 13, 2023
SELL
$33.4 - $34.26 $50,100 - $51,390
-1,500 Reduced 15.92%
7,920 $265,000
Q1 2023

Apr 26, 2023
BUY
$30.64 - $32.17 $156,876 - $164,710
5,120 Added 119.07%
9,420 $303,000
Q4 2022

Feb 03, 2023
SELL
$29.06 - $31.07 $14,530 - $15,535
-500 Reduced 10.42%
4,300 $132,000
Q3 2022

Oct 11, 2022
SELL
$29.12 - $31.75 $43,680 - $47,625
-1,500 Reduced 23.81%
4,800 $140,000
Q2 2021

Jul 20, 2021
BUY
$29.66 - $30.59 $139,995 - $144,384
4,720 Added 298.73%
6,300 $192,000
Q1 2021

Apr 19, 2021
BUY
$28.39 - $29.53 $44,856 - $46,657
1,580 New
1,580 $186,000

Others Institutions Holding PMAR

# of Institutions
206
Shares Held
11.5M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY POWER BU

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