Sugarloaf Wealth Management, LLC DUBS Holdings History
Sugarloaf Wealth Management, LLC's Aptus Large Cap Enhanced Yield ETF Holding Summary
As of 2024-12-31, Sugarloaf Wealth Management, LLC held 676,531.00 shares of Aptus Large Cap Enhanced Yield ETF(DUBS), totaling $21.85 Mil. This investment constitutes 4.13% of their stock portfolio, and Sugarloaf Wealth Management, LLC now holds 10.36% of the outstanding Aptus Large Cap Enhanced Yield ETF(DUBS) stock.
The initial trade took place in 2023Q3. And since then Sugarloaf Wealth Management, LLC has made 6 purchases of DUBS, at an average price of $26.12, for a total of 676,531.00 shares. Based on historical transaction data and DUBS's current price of $34.30, Sugarloaf Wealth Management, LLC's estimated gain on his DUBS holdings is $5.53 Mil, reflecting a 31.32% gain to date.
Sugarloaf Wealth Management, LLC DUBS ($34.30) Holding Chart
Sugarloaf Wealth Management, LLC DUBS ($34.30) 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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