Sugarloaf Wealth Management, LLC Innovator U.S. Equity Ultra Bu Transaction History
Sugarloaf Wealth Management, LLC
- $493 Million
- Q3 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 1,700 shares of UJAN stock, worth $64,957. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,700
Previous 1,700
-0.0%
Holding current value
$64,957
Previous $63,000
1.59%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding UJAN
# of Institutions
86Shares Held
2.74MCall Options Held
0Put Options Held
0-
Fermata Advisors, LLC Sonoma, CA560KShares$21.4 Million4.4% of portfolio
-
Commonwealth Equity Services, LLC200KShares$7.65 Million0.01% of portfolio
-
Strategic Blueprint, LLC Atlanta, GA160KShares$6.12 Million0.41% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH157KShares$6 Million0.51% of portfolio
-
Mgo One Seven LLC Beachwood, OH115KShares$4.39 Million0.19% of portfolio