Elmwood Wealth Management, Inc. Innovator U.S. Equity Ultra Bu Transaction History
Elmwood Wealth Management, Inc.
- $228 Million
- Q2 2025
Shares
3 transactions
Others Institutions Holding UJUN
# of Institutions
54Shares Held
1.64MCall Options Held
0Put Options Held
0-
Berger Financial Group, Inc Plymouth, MN222KShares$8.03 Million0.63% of portfolio
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Trek Financial, LLC Scottsdale, AZ153KShares$5.53 Million0.39% of portfolio
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C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH151KShares$5.46 Million0.5% of portfolio
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Kfg Wealth Management, LLC Granger, IN113KShares$4.07 Million0.93% of portfolio
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Sea Crest Wealth Management, LLC Purchase, NY105KShares$3.78 Million0.43% of portfolio