Atlantic Private Wealth, LLC Innovator U.S. Equity Ultra Bu Transaction History
Atlantic Private Wealth, LLC
- $131 Million
- Q3 2024
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 $352,877. This represents 0.26% of its overall portfolio holdings.
Number of Shares
9,775
Previous 9,775
-0.0%
Holding current value
$352,877
Previous $328,000
4.27%
% of portfolio
0.26%
Previous 0.27%
Shares
2 transactions
Others Institutions Holding UAUG
# of Institutions
88Shares Held
4.78MCall Options Held
0Put Options Held
0-
Brookstone Capital Management1.43MShares$51.8 Million0.85% of portfolio
-
Kestra Advisory Services, LLC347KShares$12.5 Million0.07% of portfolio
-
Onyx Bridge Wealth Group LLC244KShares$8.82 Million1.3% of portfolio
-
Kfg Wealth Management, LLC Granger, IN244KShares$8.81 Million2.25% of portfolio
-
Commonwealth Equity Services, LLC175KShares$6.3 Million0.01% of portfolio