Coldstream Capital Management Inc Innovator U.S. Equity Ultra Bu Transaction History

Coldstream Capital Management Inc

$4.64 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 10, 2023	BUY	$24.72 - $26.39 $239,709 - $255,903	9,697 New	9,697 $0

Others Institutions Holding UJUL

# of Institutions

69

Shares Held

2.55M

Call Options Held

0

Put Options Held

0

Kfg Wealth Management, LLC Granger, IN

260K
Shares

$8.69 Million
2.33% of portfolio
Kestra Advisory Services, LLC

251K
Shares

$8.38 Million
0.05% of portfolio
Raymond James Financial Inc St. Petersburg, FL

241K
Shares

$8.06 Million
0.0% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

229K
Shares

$7.66 Million
0.64% of portfolio
Raymond James & Associates St Petersburg, FL

218K
Shares

$7.28 Million
0.0% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

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