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 1,700 shares of UJAN stock, worth $72,199. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,700
Previous 1,700
-0.0%
Holding current value
$72,199
Previous $64,000
3.13%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding UJAN
# of Institutions
104Shares Held
3.93MCall Options Held
0Put Options Held
0-
Talon Private Wealth, LLC The Villages, FL858KShares$36.5 Million4.78% of portfolio
-
Sonoma Allocations LLC Santa Rosa, CA427KShares$18.1 Million6.51% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH205KShares$8.72 Million0.5% of portfolio
-
Commonwealth Equity Services, LLC187KShares$7.96 Million0.01% of portfolio
-
Strategic Blueprint, LLC Atlanta, GA135KShares$5.75 Million0.28% of portfolio