Core Wealth Advisors, Inc. Innovator U.S. Equity Ultra Bu Transaction History
Core Wealth Advisors, Inc.
- $297 Million
- Q1 2025
A detailed history of Core Wealth Advisors, Inc. transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Core Wealth Advisors, Inc. holds 10,660 shares of USEP stock, worth $0. This represents 0.0% of its overall portfolio holdings.
Number of Shares
10,660
Previous 10,660
-0.0%
Holding current value
$0
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding USEP
# of Institutions
72Shares Held
2.9MCall Options Held
0Put Options Held
0-
Kellett Schaffner Wealth Advisors LLC Cincinnati, OH829KShares$00.0% of portfolio
-
Sovran Advisors, LLC San Diego, CA555KShares$02.4% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH126KShares$00.34% of portfolio
-
Envestnet Asset Management Inc124KShares$00.0% of portfolio
-
Kestra Advisory Services, LLC84KShares$00.0% of portfolio