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 7,714 shares of UJUL stock, worth $294,134. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,714
Previous 7,213
6.95%
Holding current value
$294,134
Previous $265 Million
10.78%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding UJUL
# of Institutions
74Shares Held
4.84MCall Options Held
0Put Options Held
0-
Brookstone Capital Management1.63MShares$62.3 Million0.87% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ316KShares$12.1 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL274KShares$10.4 Million0.0% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH270KShares$10.3 Million0.6% of portfolio
-
Kestra Advisory Services, LLC261KShares$9.94 Million0.05% of portfolio