Continuum Advisory, LLC Innovator U.S. Equity Ultra Bu Transaction History
Continuum Advisory, LLC
- $727 Million
- Q1 2025
Shares
3 transactions
Others Institutions Holding UDEC
# of Institutions
106Shares Held
9.01MCall Options Held
0Put Options Held
0-
Brookstone Capital Management2.37MShares$86.3 Million1.34% of portfolio
-
Talon Private Wealth, LLC The Villages, FL951KShares$34.7 Million4.38% of portfolio
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Altfest L J & CO Inc623KShares$22.7 Million3.29% of portfolio
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Raymond James Financial Inc St. Petersburg, FL385KShares$14 Million0.01% of portfolio
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Richard P Slaughter Associates Inc377KShares$13.7 Million3.73% of portfolio