Heritage Wealth Partners, LLC Innovator U.S. Equity Ultra Bu Transaction History
Heritage Wealth Partners, LLC
- $65.6 Billion
- Q1 2025
A detailed history of Heritage Wealth Partners, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 20,375 shares of UAUG stock, worth $781,992. This represents 1.08% of its overall portfolio holdings.
Number of Shares
20,375
Previous 22,246
8.41%
Holding current value
$781,992
Previous $790 Million
10.7%
% of portfolio
1.08%
Previous 0.99%
Shares
6 transactions
Others Institutions Holding UAUG
# of Institutions
86Shares Held
2.38MCall Options Held
0Put Options Held
0-
Advisor Group Holdings, Inc. Phoenix, AZ153KShares$5.87 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC153KShares$5.86 Million0.01% of portfolio
-
Archer Investment Corp149KShares$5.71 Million1.33% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH138KShares$5.29 Million0.48% of portfolio
-
Kestra Advisory Services, LLC137KShares$5.27 Million0.03% of portfolio