Avantax Advisory Services, Inc. Innovator U.S. Equity Ultra Bu Transaction History
Avantax Advisory Services, Inc.
- $13.8 Billion
- Q2 2024
A detailed history of Avantax Advisory Services, Inc. transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 13,124 shares of UAPR stock, worth $394,901. This represents 0.0% of its overall portfolio holdings.
Number of Shares
13,124
Previous 11,335
15.78%
Holding current value
$394,901
Previous $319,000
19.44%
% of portfolio
0.0%
Previous 0.0%
Shares
13 transactions
Others Institutions Holding UAPR
# of Institutions
82Shares Held
4.83MCall Options Held
0Put Options Held
0-
Kellett Schaffner Wealth Advisors LLC Cincinnati, OH932KShares$28 Million21.84% of portfolio
-
Brookstone Capital Management644KShares$19.4 Million0.35% of portfolio
-
Ae Wealth Management LLC316KShares$9.51 Million0.1% of portfolio
-
Tradition Wealth Management, LLC298KShares$8.97 Million0.88% of portfolio
-
Commonwealth Equity Services, LLC283KShares$8.51 Million0.01% of portfolio