Sugarloaf Wealth Management, LLC IDUB Holdings History
Sugarloaf Wealth Management, LLC's Aptus International Enhanced Yield ETF Holding Summary
As of 2024-12-31, Sugarloaf Wealth Management, LLC held 1.05 Mil shares of Aptus International Enhanced Yield ETF(IDUB), totaling $21.12 Mil. This investment constitutes 4% of their stock portfolio, and Sugarloaf Wealth Management, LLC now holds 9.51% of the outstanding Aptus International Enhanced Yield ETF(IDUB) stock.
The initial trade took place in 2024Q4. And since then Sugarloaf Wealth Management, LLC has made 1 purchases of IDUB, at an average price of $21.10, for a total of 1.05 Mil shares. Based on historical transaction data and IDUB's current price of $22.47, Sugarloaf Wealth Management, LLC's estimated gain on his IDUB holdings is $1.44 Mil, reflecting a 6.49% gain to date.
Sugarloaf Wealth Management, LLC IDUB ($22.47) Holding Chart
Sugarloaf Wealth Management, LLC IDUB ($22.47) 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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