Baker Tilly Wealth Management, LLC Innovator U.S. Equity Ultra Bu Put Options Transaction History

Baker Tilly Wealth Management, LLC

$220 Million
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding UJAN

# of Institutions

82

Shares Held

2.61M

Call Options Held

0

Put Options Held

0

Fermata Advisors, LLC Sonoma, CA

560K
Shares

$21.6 Million
4.4% of portfolio
Commonwealth Equity Services, LLC

200K
Shares

$7.74 Million
0.01% of portfolio
Strategic Blueprint, LLC Atlanta, GA

160K
Shares

$6.19 Million
0.41% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

157K
Shares

$6.07 Million
0.51% of portfolio
Mgo One Seven LLC Beachwood, OH

115K
Shares

$4.44 Million
0.19% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

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