Arete Wealth Advisors, LLC Innovator U.S. Equity Ultra Bu Transaction History
Arete Wealth Advisors, LLC
- $1.39 Billion
- Q4 2024
A detailed history of Arete Wealth Advisors, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 12,604 shares of UAPR stock, worth $397,530. This represents 0.03% of its overall portfolio holdings.
Number of Shares
12,604
Previous 13,746
8.31%
Holding current value
$397,530
Previous $415,000
6.27%
% of portfolio
0.03%
Previous 0.04%
Shares
10 transactions
Others Institutions Holding UAPR
# of Institutions
80Shares Held
3.2MCall Options Held
0Put Options Held
0-
Tradition Wealth Management, LLC285KShares$9 Million0.83% of portfolio
-
Commonwealth Equity Services, LLC253KShares$7.99 Million0.01% of portfolio
-
Ae Wealth Management LLC226KShares$7.13 Million0.07% of portfolio
-
Kfg Wealth Management, LLC Granger, IN205KShares$6.45 Million1.64% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH203KShares$6.4 Million0.51% of portfolio