Sage View Advisory Group, LLC Innovator U.S. Equity Ultra Bu Transaction History
Sage View Advisory Group, LLC
- $2.32 Trillion
- Q4 2024
Shares
4 transactions
Others Institutions Holding UJUL
# of Institutions
67Shares Held
2.5MCall Options Held
0Put Options Held
0-
Kfg Wealth Management, LLC Granger, IN260KShares$9.09 Million2.33% of portfolio
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Kestra Advisory Services, LLC251KShares$8.77 Million0.05% of portfolio
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Raymond James Financial Inc St. Petersburg, FL241KShares$8.44 Million0.0% of portfolio
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C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH229KShares$8.01 Million0.64% of portfolio
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Raymond James & Associates St Petersburg, FL218KShares$7.62 Million0.0% of portfolio