Berger Financial Group, Inc Innovator U.S. Equity Ultra Bu Transaction History
Berger Financial Group, Inc
- $1.36 Billion
- Q3 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 58,145 shares of UAUG stock, worth $2.28 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
58,145
Previous 70,989
18.09%
Holding current value
$2.28 Million
Previous $2.66 Million
13.97%
% of portfolio
0.17%
Previous 0.21%
Shares
10 transactions
Others Institutions Holding UAUG
# of Institutions
95Shares Held
4.04MCall Options Held
0Put Options Held
0-
Brookstone Capital Management1.65MShares$64.6 Million0.9% of portfolio
-
Commonwealth Equity Services, LLC163KShares$6.37 Million0.01% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH149KShares$5.85 Million0.34% of portfolio
-
Archer Investment Corp149KShares$5.83 Million1.33% of portfolio
-
Kestra Advisory Services, LLC137KShares$5.38 Million0.03% of portfolio