Garden State Investment Advisory Services LLC Innovator U.S. Equity Ultra Bu Transaction History

Garden State Investment Advisory Services LLC

$363 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 11, 2023	SELL	$25.99 - $27.29 $255,611 - $268,397	-9,835 Reduced 33.75%	19,308 $522 Million
Q4 2022 Feb 13, 2023	BUY	$25.25 - $26.86 $735,860 - $782,780	29,143 New	29,143 $761 Million

Others Institutions Holding UAUG

# of Institutions

Shares Held

4.62M

Call Options Held

Put Options Held

Brookstone Capital Management

1.16M
Shares

$41.1 Million
0.68% of portfolio
Kestra Advisory Services, LLC

347K
Shares

$12.3 Million
0.07% of portfolio
Kfg Wealth Management, LLC Granger, IN

262K
Shares

$9.29 Million
2.67% of portfolio
Onyx Bridge Wealth Group LLC

245K
Shares

$8.67 Million
1.34% of portfolio
Commonwealth Equity Services, LLC

175K
Shares

$6.18 Million
0.01% of portfolio

View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UAUG
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