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 24,832 shares of POCT stock, worth $1.07 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
24,832
Previous 21,243 16.89%
Holding current value
$1.07 Million
Previous $827,000 18.74%
% of portfolio
0.2%
Previous 0.17%

Shares

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

Jan 10, 2025
BUY
$38.63 - $40.03 $138,643 - $143,667
3,589 Added 16.89%
24,832 $982,000
Q2 2024

Jul 08, 2024
SELL
$37.05 - $38.29 $574,200 - $593,418
-15,498 Reduced 42.18%
21,243 $813,000
Q4 2023

Jan 10, 2024
BUY
$33.24 - $36.16 $44,076 - $47,948
1,326 Added 3.74%
36,741 $1.33 Million
Q4 2022

Feb 03, 2023
BUY
$28.48 - $30.65 $134,824 - $145,097
4,734 Added 15.43%
35,415 $1.06 Million
Q2 2022

Jul 12, 2022
BUY
$27.6 - $30.33 $846,795 - $930,554
30,681 New
30,681 $861,000

Others Institutions Holding POCT

# of Institutions
223
Shares Held
18.2M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY POWER BU

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