Accurate Wealth Management, LLC Innovator U.S. Equity Ultra Bu Transaction History
Accurate Wealth Management, LLC
- $486 Million
- Q4 2024
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 7,525 shares of UAPR stock, worth $236,962. This represents 0.05% of its overall portfolio holdings.
Number of Shares
7,525
Previous 12,425
39.44%
Holding current value
$236,962
Previous $375,000
38.13%
% of portfolio
0.05%
Previous 0.08%
Shares
4 transactions
Others Institutions Holding UAPR
# of Institutions
75Shares Held
2.92MCall Options Held
0Put Options Held
0-
Ae Wealth Management LLC312KShares$9.83 Million0.1% of portfolio
-
Tradition Wealth Management, LLC296KShares$9.31 Million0.85% of portfolio
-
Commonwealth Equity Services, LLC279KShares$8.8 Million0.01% of portfolio
-
Kfg Wealth Management, LLC Granger, IN205KShares$6.44 Million1.64% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH189KShares$5.95 Million0.49% of portfolio