Avantax Advisory Services, Inc. Innovator U.S. Equity Ultra Bu Transaction History
Avantax Advisory Services, Inc.
- $16 Billion
- Q1 2025
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 11,489 shares of USEP stock, worth $0. This represents 0.0% of its overall portfolio holdings.
Number of Shares
11,489
Previous 11,489
-0.0%
Holding current value
$0
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
10 transactions
Others Institutions Holding USEP
# of Institutions
72Shares Held
2.9MCall Options Held
0Put Options Held
0-
Kellett Schaffner Wealth Advisors LLC Cincinnati, OH829KShares$00.0% of portfolio
-
Sovran Advisors, LLC San Diego, CA555KShares$02.4% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH126KShares$00.34% of portfolio
-
Envestnet Asset Management Inc124KShares$00.0% of portfolio
-
Kestra Advisory Services, LLC84KShares$00.0% of portfolio