Bedel Financial Consulting, Inc. Innovator U.S. Equity Ultra Bu Transaction History
Bedel Financial Consulting, Inc.
- $737 Million
- Q2 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 $386,820. This represents 0.05% of its overall portfolio holdings.
Number of Shares
9,221
Previous 9,221
-0.0%
Holding current value
$386,820
Previous $351,000
5.98%
% of portfolio
0.05%
Previous 0.05%
Shares
17 transactions
Others Institutions Holding UJAN
# of Institutions
106Shares Held
4.05MCall Options Held
0Put Options Held
0-
Talon Private Wealth, LLC The Villages, FL858KShares$36 Million4.78% of portfolio
-
Sonoma Allocations LLC Santa Rosa, CA427KShares$17.9 Million6.51% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH205KShares$8.62 Million0.5% of portfolio
-
Commonwealth Equity Services, LLC187KShares$7.86 Million0.01% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ140KShares$5.87 Million0.01% of portfolio