Arete Wealth Advisors, LLC Innovator U.S. Equity Ultra Bu Transaction History
Arete Wealth Advisors, LLC
- $1.06 Billion
- Q1 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 69,735 shares of UDEC stock, worth $2.39 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
69,735
Previous 73,900
5.64%
Holding current value
$2.39 Million
Previous $2.37 Million
1.56%
% of portfolio
0.22%
Previous 0.18%
Shares
13 transactions
Others Institutions Holding UDEC
# of Institutions
57Shares Held
1.99MCall Options Held
0Put Options Held
0-
Brookstone Capital Management566KShares$19.4 Million0.38% of portfolio
-
Mgo One Seven LLC Beachwood, OH151KShares$5.17 Million0.27% of portfolio
-
Commonwealth Equity Services, LLC113KShares$3.88 Million0.01% of portfolio
-
Milestone Asset Management, LLC Pittsburgh, PA105KShares$3.6 Million1.0% of portfolio
-
Kfg Wealth Management, LLC Granger, IN64.5KShares$2.21 Million0.97% of portfolio