Berger Financial Group, Inc Innovator U.S. Equity Ultra Bu Transaction History
Berger Financial Group, Inc
- $1.19 Billion
- Q1 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 107,850 shares of UAPR stock, worth $3.29 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
107,850
Previous 117,501
8.21%
Holding current value
$3.29 Million
Previous $3.62 Million
11.12%
% of portfolio
0.27%
Previous 0.3%
Shares
4 transactions
Others Institutions Holding UAPR
# of Institutions
73Shares Held
2.62MCall Options Held
0Put Options Held
0-
Tradition Wealth Management, LLC283KShares$8.63 Million0.81% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH218KShares$6.66 Million0.52% of portfolio
-
Kfg Wealth Management, LLC Granger, IN189KShares$5.75 Million1.44% of portfolio
-
Commonwealth Equity Services, LLC169KShares$5.16 Million0.01% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ119KShares$3.63 Million0.01% of portfolio