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 23,176 shares of UJAN stock, worth $860,061. This represents 0.56% of its overall portfolio holdings.
Number of Shares
23,176
Previous 26,623
12.95%
Holding current value
$860,061
Previous $916,000
8.73%
% of portfolio
0.56%
Previous 0.55%
Shares
12 transactions
Others Institutions Holding UJAN
# of Institutions
87Shares Held
3.55MCall Options Held
0Put Options Held
0-
Fermata Advisors, LLC Sonoma, CA497KShares$18.5 Million4.09% of portfolio
-
Brookstone Capital Management455KShares$16.9 Million0.33% of portfolio
-
Envestnet Asset Management Inc266KShares$9.86 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC264KShares$9.81 Million0.02% of portfolio
-
Strategic Blueprint, LLC Atlanta, GA165KShares$6.12 Million0.45% of portfolio