Beacon Financial Advisory LLC Innovator U.S. Equity Ultra Bu Transaction History
Beacon Financial Advisory LLC
- $373 Million
- Q3 2025
A detailed history of Beacon Financial Advisory LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 8,957 shares of UFEB stock, worth $322,272. This represents 0.09% of its overall portfolio holdings.
Number of Shares
8,957
Previous 8,957
-0.0%
Holding current value
$322,272
Previous $307,000
4.23%
% of portfolio
0.09%
Previous 0.09%
Shares
1 transactions
Others Institutions Holding UFEB
# of Institutions
95Shares Held
4.76MCall Options Held
0Put Options Held
0-
Talon Private Wealth, LLC The Villages, FL1.01MShares$36.4 Million4.79% of portfolio
-
High Tower Advisors, LLC Chicago, IL771KShares$27.7 Million0.03% of portfolio
-
Kfg Wealth Management, LLC Granger, IN415KShares$14.9 Million3.14% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH162KShares$5.83 Million0.34% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ150KShares$5.41 Million0.01% of portfolio