Berger Financial Group, Inc Innovator U.S. Equity Ultra Bu Transaction History
Berger Financial Group, Inc
- $1.36 Billion
- Q3 2025
A detailed history of Berger Financial Group, Inc transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Berger Financial Group, Inc holds 96,101 shares of UAPR stock, worth $3.08 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
96,101
Previous 106,131
9.45%
Holding current value
$3.08 Million
Previous $3.32 Million
7.02%
% of portfolio
0.23%
Previous 0.26%
Shares
6 transactions
Others Institutions Holding UAPR
# of Institutions
95Shares Held
4.18MCall Options Held
0Put Options Held
0-
Talon Private Wealth, LLC The Villages, FL1.09MShares$34.9 Million4.7% of portfolio
-
Tradition Wealth Management, LLC281KShares$8.99 Million0.78% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH238KShares$7.64 Million0.7% of portfolio
-
Kfg Wealth Management, LLC Granger, IN178KShares$5.7 Million1.21% of portfolio
-
Commonwealth Equity Services, LLC171KShares$5.48 Million0.01% of portfolio