Berger Financial Group, Inc Innovator U.S. Equity Ultra Bu Transaction History
Berger Financial Group, Inc
- $1.08 Billion
- Q2 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 9,512 shares of UFEB stock, worth $310,186. This represents 0.03% of its overall portfolio holdings.
Number of Shares
9,512
Previous 12,920
26.38%
Holding current value
$310,186
Previous $397,000
24.18%
% of portfolio
0.03%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding UFEB
# of Institutions
62Shares Held
1.19MCall Options Held
0Put Options Held
0-
Truist Financial Corp125KShares$4.07 Million0.01% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH102KShares$3.34 Million0.28% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ78.5KShares$2.56 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC75.1KShares$2.45 Million0.0% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA58.7KShares$1.92 Million0.09% of portfolio