Bedel Financial Consulting, Inc. Innovator U.S. Equity Ultra Bu Transaction History
Bedel Financial Consulting, Inc.
- $720 Million
- Q1 2025
Shares
6 transactions
Others Institutions Holding UFEB
# of Institutions
93Shares Held
6.07MCall Options Held
0Put Options Held
0-
Brookstone Capital Management1.73MShares$60.3 Million0.9% of portfolio
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Talon Private Wealth, LLC The Villages, FL1.01MShares$35 Million4.37% of portfolio
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Kfg Wealth Management, LLC Granger, IN435KShares$15.1 Million3.44% of portfolio
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High Tower Advisors, LLC Chicago, IL233KShares$8.09 Million0.01% of portfolio
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C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH149KShares$5.18 Million0.48% of portfolio