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 27,390 shares of USEP stock, worth $0. This represents 0.0% of its overall portfolio holdings.
Number of Shares
27,390
Previous 32,907
16.77%
Holding current value
$0
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding USEP
# of Institutions
72Shares Held
2.78MCall Options Held
0Put Options Held
0-
Kellett Schaffner Wealth Advisors LLC Cincinnati, OH607KShares$00.0% of portfolio
-
Sovran Advisors, LLC San Diego, CA601KShares$02.33% of portfolio
-
Simplicity Wealth,Llc167KShares$00.0% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH138KShares$00.48% of portfolio
-
Kestra Advisory Services, LLC83.1KShares$00.0% of portfolio