Number of Shares
34,732.00
Current Holdings Value*
$1.32 Mil
% of Portfolio
0.25%
Total Estimate Gain
$79,352.20
% of Total Estimate Gain
6.07%

Sugarloaf Wealth Management, LLC's Innovator U.S. Equity Power Buffer ETF - November Holding Summary

As of 2024-12-31, Sugarloaf Wealth Management, LLC held 34,732.00 shares of Innovator U.S. Equity Power Buffer ETF - November(PNOV), totaling $1.32 Mil. This investment constitutes 0.25% of their stock portfolio, and Sugarloaf Wealth Management, LLC now holds 0.16% of the outstanding Innovator U.S. Equity Power Buffer ETF - November(PNOV) stock.

The initial trade took place in 2024Q4. And since then Sugarloaf Wealth Management, LLC has made 1 purchases of PNOV, at an average price of $37.64, for a total of 34,732.00 shares. Based on historical transaction data and PNOV's current price of $39.92, Sugarloaf Wealth Management, LLC's estimated gain on his PNOV holdings is $79,352.20, reflecting a 6.07% gain to date.

Sugarloaf Wealth Management, LLC PNOV ($39.92) Holding Chart

Sugarloaf Wealth Management, LLC PNOV ($39.92) 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 %

Top Ranked Articles

  • 1