Accurate Wealth Management, LLC Innovator U.S. Equity Ultra Bu Transaction History
Accurate Wealth Management, LLC
- $581 Million
- Q2 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 $282,630. This represents 0.05% of its overall portfolio holdings.
Number of Shares
7,364
Previous 7,364
-0.0%
Holding current value
$282,630
Previous $253,000
8.7%
% of portfolio
0.05%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding UAUG
# of Institutions
87Shares Held
2.36MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC153KShares$5.86 Million0.01% of portfolio
-
Archer Investment Corp149KShares$5.71 Million1.33% of portfolio
-
Kestra Advisory Services, LLC139KShares$5.35 Million0.02% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH138KShares$5.29 Million0.48% of portfolio
-
Kfg Wealth Management, LLC Granger, IN128KShares$4.9 Million1.1% of portfolio