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 $16,061. This represents 0.0% of its overall portfolio holdings.
Number of Shares
406
Previous 406
-0.0%
Holding current value
$16,061
Previous $13,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding UJAN
# of Institutions
84Shares Held
2.69MCall Options Held
0Put Options Held
0-
Fermata Advisors, LLC Sonoma, CA540KShares$21.4 Million4.13% of portfolio
-
Commonwealth Equity Services, LLC200KShares$7.93 Million0.01% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH169KShares$6.69 Million0.53% of portfolio
-
Strategic Blueprint, LLC Atlanta, GA136KShares$5.38 Million0.34% of portfolio
-
Mgo One Seven LLC Beachwood, OH115KShares$4.54 Million0.19% of portfolio