Ae Wealth Management LLC Innovator U.S. Equity Ultra Bu Transaction History
Ae Wealth Management LLC
- $8.07 Billion
- Q1 2024
A detailed history of Ae Wealth Management LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Ae Wealth Management LLC holds 28,781 shares of UOCT stock, worth $987,763. This represents 0.01% of its overall portfolio holdings.
Number of Shares
28,781
Previous 28,287
1.75%
Holding current value
$987,763
Previous $915,000
5.57%
% of portfolio
0.01%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding UOCT
# of Institutions
54Shares Held
1.32MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC333KShares$11.4 Million0.02% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH108KShares$3.7 Million0.43% of portfolio
-
Kestra Advisory Services, LLC62.1KShares$2.13 Million0.01% of portfolio
-
Kfg Wealth Management, LLC Granger, IN49.2KShares$1.69 Million0.74% of portfolio
-
Brookstone Capital Management47.8KShares$1.64 Million0.03% of portfolio