Alera Investment Advisors, LLC Innovator U.S. Equity Ultra Bu Transaction History
Alera Investment Advisors, LLC
- $838 Million
- Q3 2024
Shares
10 transactions
Others Institutions Holding UFEB
# of Institutions
95Shares Held
6.86MCall Options Held
0Put Options Held
0-
Brookstone Capital Management1.73MShares$60.4 Million0.9% of portfolio
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Talon Private Wealth, LLC The Villages, FL1.01MShares$35.1 Million4.37% of portfolio
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High Tower Advisors, LLC Chicago, IL969KShares$33.8 Million0.04% of portfolio
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Kfg Wealth Management, LLC Granger, IN435KShares$15.2 Million3.44% of portfolio
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C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH149KShares$5.19 Million0.48% of portfolio