Elmwood Wealth Management, Inc. Innovator U.S. Equity Ultra Bu Transaction History
Elmwood Wealth Management, Inc.
- $228 Million
- Q4 2024
Shares
6 transactions
Others Institutions Holding UOCT
# of Institutions
79Shares Held
3.42MCall Options Held
0Put Options Held
0-
Brookstone Capital Management871KShares$30 Million0.51% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL373KShares$12.8 Million0.0% of portfolio
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Commonwealth Equity Services, LLC330KShares$11.4 Million0.02% of portfolio
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C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH174KShares$6.01 Million0.5% of portfolio
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Encompass More Asset Management Danville, CA165KShares$5.68 Million1.92% of portfolio