Compass Advisory Group LLC Innovator U.S. Equity Ultra Bu Transaction History
Compass Advisory Group LLC
- $148 Million
- Q1 2024
A detailed history of Compass Advisory Group LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Compass Advisory Group LLC holds 9,311 shares of UDEC stock, worth $319,274. This represents 0.21% of its overall portfolio holdings.
Number of Shares
9,311
Previous 9,716
4.17%
Holding current value
$319,274
Previous $311,000
-0.0%
% of portfolio
0.21%
Previous 0.19%
Shares
5 transactions
Others Institutions Holding UDEC
# of Institutions
57Shares Held
1.99MCall Options Held
0Put Options Held
0-
Brookstone Capital Management566KShares$19.4 Million0.38% of portfolio
-
Mgo One Seven LLC Beachwood, OH151KShares$5.17 Million0.27% of portfolio
-
Commonwealth Equity Services, LLC113KShares$3.88 Million0.01% of portfolio
-
Milestone Asset Management, LLC Pittsburgh, PA105KShares$3.6 Million1.0% of portfolio
-
Arete Wealth Advisors, LLC Chicago, IL69.7KShares$2.39 Million0.22% of portfolio