4 J Wealth Management LLC Innovator U.S. Equity Ultra Bu Transaction History
4 J Wealth Management LLC
- $114 Million
- Q3 2024
A detailed history of 4 J Wealth Management LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, 4 J Wealth Management LLC holds 7,950 shares of UAUG stock, worth $285,564. This represents 0.24% of its overall portfolio holdings.
Number of Shares
7,950
Previous 7,950
-0.0%
Holding current value
$285,564
Previous $267,000
4.12%
% of portfolio
0.24%
Previous 0.25%
Shares
2 transactions
Others Institutions Holding UAUG
# of Institutions
86Shares Held
4.62MCall Options Held
0Put Options Held
0-
Brookstone Capital Management1.16MShares$41.8 Million0.68% of portfolio
-
Kestra Advisory Services, LLC347KShares$12.5 Million0.07% of portfolio
-
Kfg Wealth Management, LLC Granger, IN262KShares$9.43 Million2.67% of portfolio
-
Onyx Bridge Wealth Group LLC245KShares$8.8 Million1.34% of portfolio
-
Commonwealth Equity Services, LLC175KShares$6.27 Million0.01% of portfolio