Sugarloaf Wealth Management, LLC Innovator U.S. Equity Ultra 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 Ultra Bu stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 800 shares of UFEB stock, worth $28,783. This represents 0.01% of its overall portfolio holdings.
Number of Shares
800
Previous 800
-0.0%
Holding current value
$28,783
Previous $26,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding UFEB
# of Institutions
95Shares Held
4.76MCall Options Held
0Put Options Held
0-
Talon Private Wealth, LLC The Villages, FL1.01MShares$36.4 Million4.79% of portfolio
-
High Tower Advisors, LLC Chicago, IL771KShares$27.7 Million0.03% of portfolio
-
Kfg Wealth Management, LLC Granger, IN415KShares$14.9 Million3.14% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH162KShares$5.83 Million0.34% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ150KShares$5.41 Million0.01% of portfolio