Berger Financial Group, Inc Innovator U.S. Equity Ultra Bu Transaction History
Berger Financial Group, Inc
- $1.18 Billion
- Q3 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 7,363 shares of UOCT stock, worth $260,355. This represents 0.02% of its overall portfolio holdings.
Number of Shares
7,363
Previous 11,480
35.86%
Holding current value
$260,355
Previous $393,000
34.86%
% of portfolio
0.02%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding UOCT
# of Institutions
59Shares Held
1.26MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC324KShares$11.5 Million0.02% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH160KShares$5.67 Million0.47% of portfolio
-
Kestra Advisory Services, LLC61.3KShares$2.17 Million0.01% of portfolio
-
Kfg Wealth Management, LLC Granger, IN50.4KShares$1.78 Million0.51% of portfolio
-
Lpl Financial LLC Fort Mill, SC44.2KShares$1.56 Million0.0% of portfolio