Beacon Pointe Advisors, LLC Innovator U.S. Equity Ultra Bu Transaction History
Beacon Pointe Advisors, LLC
- $9.37 Billion
- Q2 2025
A detailed history of Beacon Pointe Advisors, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 18,450 shares of UFEB stock, worth $656,820. This represents 0.01% of its overall portfolio holdings.
Number of Shares
18,450
Previous 20,950
11.93%
Holding current value
$656,820
Previous $678,000
6.64%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding UFEB
# of Institutions
93Shares Held
5.17MCall Options Held
0Put Options Held
0-
Talon Private Wealth, LLC The Villages, FL1.01MShares$36.1 Million4.79% of portfolio
-
High Tower Advisors, LLC Chicago, IL969KShares$34.5 Million0.04% of portfolio
-
Kfg Wealth Management, LLC Granger, IN415KShares$14.8 Million3.14% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH162KShares$5.77 Million0.34% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ161KShares$5.73 Million0.01% of portfolio