Ae Wealth Management LLC Innovator U.S. Equity Ultra Bu Transaction History
Ae Wealth Management LLC
- $10.4 Billion
- Q1 2025
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 13,761 shares of USEP stock, worth $0. This represents 0.0% of its overall portfolio holdings.
Number of Shares
13,761
Previous 10,399
32.33%
Holding current value
$0
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
11 transactions
Others Institutions Holding USEP
# of Institutions
72Shares Held
2.9MCall Options Held
0Put Options Held
0-
Kellett Schaffner Wealth Advisors LLC Cincinnati, OH829KShares$00.0% of portfolio
-
Sovran Advisors, LLC San Diego, CA555KShares$02.4% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH126KShares$00.34% of portfolio
-
Envestnet Asset Management Inc124KShares$00.0% of portfolio
-
Kestra Advisory Services, LLC84KShares$00.0% of portfolio