Baystate Wealth Management LLC Innovator U.S. Equity Ultra Bu Transaction History
Baystate Wealth Management LLC
- $1.36 Billion
- Q4 2023
A detailed history of Baystate Wealth Management LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Baystate Wealth Management LLC holds 406 shares of UJAN stock, worth $15,756. This represents 0.0% of its overall portfolio holdings.
Number of Shares
406
Previous 406
-0.0%
Holding current value
$15,756
Previous $13,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding UJAN
# of Institutions
82Shares Held
2.61MCall Options Held
0Put Options Held
0-
Fermata Advisors, LLC Sonoma, CA560KShares$21.7 Million4.4% of portfolio
-
Commonwealth Equity Services, LLC200KShares$7.77 Million0.01% of portfolio
-
Strategic Blueprint, LLC Atlanta, GA160KShares$6.22 Million0.41% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH157KShares$6.09 Million0.51% of portfolio
-
Mgo One Seven LLC Beachwood, OH115KShares$4.46 Million0.19% of portfolio