Sage View Advisory Group, LLC Innovator U.S. Equity Ultra Bu Transaction History
Sage View Advisory Group, LLC
- $2.32 Trillion
- Q4 2024
A detailed history of Sage View Advisory Group, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 43,261 shares of UFEB stock, worth $1.43 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
43,261
Previous 26,076
65.9%
Holding current value
$1.43 Million
Previous $849 Million
69.63%
% of portfolio
0.06%
Previous 0.04%
Shares
7 transactions
Others Institutions Holding UFEB
# of Institutions
63Shares Held
979KCall Options Held
0Put Options Held
0-
Truist Financial Corp119KShares$3.94 Million0.01% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH116KShares$3.84 Million0.31% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ74KShares$2.45 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC68.8KShares$2.28 Million0.0% of portfolio
-
Brookstone Capital Management50.1KShares$1.66 Million0.03% of portfolio