Bedel Financial Consulting, Inc. Innovator U.S. Equity Ultra Bu Transaction History
Bedel Financial Consulting, Inc.
- $720 Million
- Q1 2025
A detailed history of Bedel Financial Consulting, Inc. transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Bedel Financial Consulting, Inc. holds 9,221 shares of UJAN stock, worth $363,030. This represents 0.05% of its overall portfolio holdings.
Number of Shares
9,221
Previous 9,420
2.11%
Holding current value
$363,030
Previous $366,000
4.1%
% of portfolio
0.05%
Previous 0.05%
Shares
17 transactions
Others Institutions Holding UJAN
# of Institutions
100Shares Held
5.35MCall Options Held
0Put Options Held
0-
Brookstone Capital Management1.44MShares$56.9 Million0.91% of portfolio
-
Talon Private Wealth, LLC The Villages, FL853KShares$33.6 Million4.36% of portfolio
-
Fermata Advisors, LLC Sonoma, CA499KShares$19.6 Million3.84% of portfolio
-
Commonwealth Equity Services, LLC225KShares$8.86 Million0.01% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH183KShares$7.22 Million0.55% of portfolio