Assured Partners Investment Advisors, LLC Innovator U.S. Equity Ultra Bu Transaction History
Assured Partners Investment Advisors, LLC
- $409 Billion
- Q2 2025
Shares
2 transactions
Others Institutions Holding UAPR
# of Institutions
89Shares Held
4.82MCall Options Held
0Put Options Held
0-
Brookstone Capital Management1.9MShares$60 Million0.9% of portfolio
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Talon Private Wealth, LLC The Villages, FL1.09MShares$34.5 Million4.7% of portfolio
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Tradition Wealth Management, LLC281KShares$8.87 Million0.78% of portfolio
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C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH238KShares$7.54 Million0.7% of portfolio
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Kfg Wealth Management, LLC Granger, IN187KShares$5.93 Million1.35% of portfolio