Hrt Financial LP Innovator U.S. Equity Ultra Bu Transaction History

Hrt Financial LP

$18.1 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 12, 2024	BUY	$35.2 - $37.12 $400,259 - $422,091	11,371 New	11,371 $421,000

Others Institutions Holding UJAN

# of Institutions

83

Shares Held

2.61M

Call Options Held

0

Put Options Held

0

Fermata Advisors, LLC Sonoma, CA

560K
Shares

$21.6 Million
4.4% of portfolio
Commonwealth Equity Services, LLC

200K
Shares

$7.72 Million
0.01% of portfolio
Strategic Blueprint, LLC Atlanta, GA

160K
Shares

$6.17 Million
0.41% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

157K
Shares

$6.05 Million
0.51% of portfolio
Mgo One Seven LLC Beachwood, OH

115K
Shares

$4.43 Million
0.19% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

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