Balboa Wealth Partners Innovator U.S. Equity Ultra Bu Call Options Transaction History

Balboa Wealth Partners

$389 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding UJUN

# of Institutions

50

Shares Held

2.08M

Call Options Held

0

Put Options Held

0

Brookstone Capital Management

584K
Shares

$19.9 Million
0.32% of portfolio
Berger Financial Group, Inc Plymouth, MN

276K
Shares

$9.42 Million
0.78% of portfolio
Kfg Wealth Management, LLC Granger, IN

210K
Shares

$7.19 Million
2.03% of portfolio
Trek Financial, LLC Scottsdale, AZ

163K
Shares

$5.58 Million
0.44% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

112K
Shares

$3.83 Million
0.32% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UJUN
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