Number of Shares
33,234.00
Current Holdings Value*
$1.67 Mil
% of Portfolio
0.32%
Total Estimate Gain
$56,344.92
% of Total Estimate Gain
3.41%

Sugarloaf Wealth Management, LLC's Innovator Growth-100 Power Buffer ETF - April Holding Summary

As of 2024-12-31, Sugarloaf Wealth Management, LLC held 33,234.00 shares of Innovator Growth-100 Power Buffer ETF - April(NAPR), totaling $1.67 Mil. This investment constitutes 0.32% of their stock portfolio, and Sugarloaf Wealth Management, LLC now holds 0.86% of the outstanding Innovator Growth-100 Power Buffer ETF - April(NAPR) stock.

The initial trade took place in 2024Q4. And since then Sugarloaf Wealth Management, LLC has made 1 purchases of NAPR, at an average price of $49.77, for a total of 33,234.00 shares. Based on historical transaction data and NAPR's current price of $51.47, Sugarloaf Wealth Management, LLC's estimated gain on his NAPR holdings is $56,344.92, reflecting a 3.41% gain to date.

Sugarloaf Wealth Management, LLC NAPR ($51.47) Holding Chart

Sugarloaf Wealth Management, LLC NAPR ($51.47) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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