Berger Financial Group, Inc Innovator U.S. Equity Ultra Bu Transaction History
Berger Financial Group, Inc
- $1.22 Billion
- Q4 2024
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 81,825 shares of UAUG stock, worth $2.83 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
81,825
Previous 85,475
4.27%
Holding current value
$2.83 Million
Previous $2.99 Million
2.97%
% of portfolio
0.24%
Previous 0.25%
Shares
7 transactions
Others Institutions Holding UAUG
# of Institutions
95Shares Held
4.47MCall Options Held
0Put Options Held
0-
Brookstone Capital Management1.43MShares$49.6 Million0.85% of portfolio
-
Onyx Bridge Wealth Group LLC244KShares$8.45 Million1.3% of portfolio
-
Kfg Wealth Management, LLC Granger, IN244KShares$8.44 Million2.25% of portfolio
-
Commonwealth Equity Services, LLC174KShares$6.01 Million0.01% of portfolio
-
Kestra Advisory Services, LLC165KShares$5.71 Million0.03% of portfolio