Sugarloaf Wealth Management, LLC JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF Transaction History

Sugarloaf Wealth Management, LLC

  • $480 Million
  • Q4 2024
Number of Shares
208,650
Previous 191,995 8.67%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 10, 2025
BUY
N/A
16,655 Added 8.67%
208,650 $0
Q3 2024

Oct 08, 2024
BUY
N/A
14,228 Added 8.0%
191,995 $0
Q2 2024

Jul 08, 2024
BUY
N/A
9,659 Added 5.75%
177,767 $0
Q1 2024

Apr 23, 2024
BUY
N/A
168,108 New
168,108 $0
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