Atlantic Private Wealth, LLC Innovator U.S. Equity Ultra Bu Transaction History
Atlantic Private Wealth, LLC
- $126 Million
- Q1 2025
A detailed history of Atlantic Private Wealth, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Atlantic Private Wealth, LLC holds 9,775 shares of UAUG stock, worth $366,171. This represents 0.27% of its overall portfolio holdings.
Number of Shares
9,775
Previous 9,775
-0.0%
Holding current value
$366,171
Previous $347,000
2.59%
% of portfolio
0.27%
Previous 0.26%
Shares
2 transactions
Others Institutions Holding UAUG
# of Institutions
93Shares Held
2.49MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC155KShares$5.81 Million0.01% of portfolio
-
Archer Investment Corp152KShares$5.71 Million1.37% of portfolio
-
Kestra Advisory Services, LLC139KShares$5.22 Million0.02% of portfolio
-
Kfg Wealth Management, LLC Granger, IN139KShares$5.22 Million1.23% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH125KShares$4.69 Million0.34% of portfolio