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 7,858 shares of UJUL stock, worth $276,365. This represents 0.06% of its overall portfolio holdings.

Number of Shares
7,858
Previous 7,858 -0.0%
Holding current value
$276,365
Previous $266,000 1.88%
% of portfolio
0.06%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024
BUY
$31.92 - $33.91 $143,640 - $152,594
4,500 Added 134.01%
7,858 $266,000
Q4 2022

Feb 03, 2023
SELL
$24.72 - $26.39 $48,747 - $52,041
-1,972 Reduced 37.0%
3,358 $86,000
Q3 2022

Oct 11, 2022
BUY
$24.79 - $26.6 $132,130 - $141,778
5,330 New
5,330 $133,000

Others Institutions Holding UJUL

# of Institutions
65
Shares Held
2.5M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

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