Iht Wealth Management, LLC Innovator U.S. Equity Ultra Bu Transaction History
Iht Wealth Management, LLC
- $3.44 Billion
- Q2 2025
A detailed history of Iht Wealth Management, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Iht Wealth Management, LLC holds 92,511 shares of UOCT stock, worth $3.53 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
92,511
Previous 109,770
15.72%
Holding current value
$3.53 Million
Previous $3.79 Million
10.28%
% of portfolio
0.1%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding UOCT
# of Institutions
80Shares Held
2.78MCall Options Held
0Put Options Held
0-
Raymond James Financial Inc St. Petersburg, FL359KShares$13.7 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC326KShares$12.5 Million0.02% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH203KShares$7.77 Million0.7% of portfolio
-
Encompass More Asset Management Danville, CA128KShares$4.89 Million1.38% of portfolio
-
Cwm, LLC112KShares$4.26 Million0.01% of portfolio