Sugarloaf Wealth Management, LLC JUCY Holdings History
Sugarloaf Wealth Management, LLC's Aptus Enhanced Yield ETF Holding Summary
As of 2024-12-31, Sugarloaf Wealth Management, LLC held 1.33 Mil shares of Aptus Enhanced Yield ETF(JUCY), totaling $30.29 Mil. This investment constitutes 5.73% of their stock portfolio, and Sugarloaf Wealth Management, LLC now holds 10.17% of the outstanding Aptus Enhanced Yield ETF(JUCY) stock.
The initial trade took place in 2022Q4. And since then Sugarloaf Wealth Management, LLC has made 4 purchases of JUCY, at an average price of $24.95, for a total of 1.87 Mil shares. In addition, there have been 5 sales at an average price of $23.81 for 540,047.00 shares. Based on historical transaction data and JUCY's current price of $22.18, Sugarloaf Wealth Management, LLC's estimated gain on his JUCY holdings is $-4.29 Mil, reflecting a -9.20% gain to date.
Sugarloaf Wealth Management, LLC JUCY ($22.18) Holding Chart
Sugarloaf Wealth Management, LLC JUCY ($22.18) 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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