Concurrent Investment Advisors, LLC Innovator U.S. Equity Ultra Bu Transaction History
Concurrent Investment Advisors, LLC
- $5.83 Trillion
- Q3 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 6,061 shares of UJAN stock, worth $254,258. This represents 0.0% of its overall portfolio holdings.
Number of Shares
6,061
Previous 5,900
2.73%
Holding current value
$254,258
Previous $239 Million
6.97%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding UJAN
# of Institutions
107Shares Held
4.05MCall Options Held
0Put Options Held
0-
Talon Private Wealth, LLC The Villages, FL858KShares$36 Million4.78% of portfolio
-
Sonoma Allocations LLC Santa Rosa, CA427KShares$17.9 Million6.51% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH205KShares$8.62 Million0.5% of portfolio
-
Commonwealth Equity Services, LLC187KShares$7.86 Million0.01% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ140KShares$5.87 Million0.01% of portfolio