Accurate Wealth Management, LLC Innovator U.S. Equity Ultra Bu Transaction History
Accurate Wealth Management, LLC
- $482 Million
- Q1 2025
A detailed history of Accurate Wealth Management, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 7,364 shares of UAUG stock, worth $251,480. This represents 0.05% of its overall portfolio holdings.
Number of Shares
7,364
Previous 11,612
36.58%
Holding current value
$251,480
Previous $412,000
38.59%
% of portfolio
0.05%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding UAUG
# of Institutions
93Shares Held
2.6MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC174KShares$5.93 Million0.01% of portfolio
-
Kestra Advisory Services, LLC165KShares$5.64 Million0.03% of portfolio
-
Archer Investment Corp152KShares$5.21 Million1.37% of portfolio
-
Kfg Wealth Management, LLC Granger, IN139KShares$4.76 Million1.23% of portfolio
-
Mbl Wealth, LLC Charlotte, NC134KShares$4.57 Million0.51% of portfolio