Heritage Wealth Partners, LLC Innovator U.S. Equity Ultra Bu Call Options Transaction History

Heritage Wealth Partners, LLC

$65.6 Billion
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding UAUG

# of Institutions

93

Shares Held

2.49M

Call Options Held

0

Put Options Held

0

Commonwealth Equity Services, LLC

155K
Shares

$5.56 Million
0.01% of portfolio
Archer Investment Corp

152K
Shares

$5.46 Million
1.37% of portfolio
Kestra Advisory Services, LLC

139K
Shares

$4.99 Million
0.02% of portfolio
Kfg Wealth Management, LLC Granger, IN

139K
Shares

$4.99 Million
1.23% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

125K
Shares

$4.49 Million
0.34% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UAUG
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