Berger Financial Group, Inc Innovator U.S. Equity Ultra Bu Transaction History
Berger Financial Group, Inc
- $1.26 Billion
- Q2 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 70,989 shares of UAUG stock, worth $2.77 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
70,989
Previous 79,089
10.24%
Holding current value
$2.77 Million
Previous $2.74 Million
2.99%
% of portfolio
0.21%
Previous 0.23%
Shares
9 transactions
Others Institutions Holding UAUG
# of Institutions
86Shares Held
2.35MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC153KShares$5.96 Million0.01% of portfolio
-
Archer Investment Corp149KShares$5.81 Million1.33% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH138KShares$5.38 Million0.48% of portfolio
-
Kestra Advisory Services, LLC137KShares$5.37 Million0.03% of portfolio
-
Kfg Wealth Management, LLC Granger, IN128KShares$4.98 Million1.1% of portfolio