Compass Advisory Group LLC Innovator U.S. Equity Ultra Bu Transaction History
Compass Advisory Group LLC
- $234 Million
- Q2 2025
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 20,538 shares of UJAN stock, worth $865,060. This represents 0.35% of its overall portfolio holdings.
Number of Shares
20,538
Previous 20,596
0.28%
Holding current value
$865,060
Previous $785,000
5.73%
% of portfolio
0.35%
Previous 0.37%
Shares
17 transactions
Others Institutions Holding UJAN
# of Institutions
108Shares Held
5.14MCall Options Held
0Put Options Held
0-
Brookstone Capital Management1.49MShares$62.8 Million0.91% of portfolio
-
Talon Private Wealth, LLC The Villages, FL858KShares$36.2 Million4.78% of portfolio
-
Commonwealth Equity Services, LLC227KShares$9.56 Million0.01% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH194KShares$8.17 Million0.73% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ140KShares$5.89 Million0.01% of portfolio