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 8,286 shares of USEP stock, worth $0. This represents 0.0% of its overall portfolio holdings.
Number of Shares
8,286
Previous 7,849
5.57%
Holding current value
$0
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding USEP
# of Institutions
71Shares Held
3.57MCall Options Held
0Put Options Held
0-
Kellett Schaffner Wealth Advisors LLC Cincinnati, OH883KShares$00.0% of portfolio
-
Brookstone Capital Management868KShares$00.0% of portfolio
-
Sovran Advisors, LLC San Diego, CA522KShares$02.61% of portfolio
-
Envestnet Asset Management Inc131KShares$00.0% of portfolio
-
Kestra Advisory Services, LLC85.7KShares$00.0% of portfolio