Iht Wealth Management, LLC Innovator U.S. Equity Ultra Bu Transaction History
Iht Wealth Management, LLC
- $3.06 Billion
- Q1 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 109,770 shares of UOCT stock, worth $3.93 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
109,770
Previous 13,685
702.12%
Holding current value
$3.93 Million
Previous $482,000
686.72%
% of portfolio
0.12%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding UOCT
# of Institutions
78Shares Held
5.25MCall Options Held
0Put Options Held
0-
Brookstone Capital Management1.59MShares$56.7 Million0.9% of portfolio
-
Talon Private Wealth, LLC The Villages, FL948KShares$33.9 Million4.39% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL356KShares$12.7 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC327KShares$11.7 Million0.02% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH189KShares$6.77 Million0.52% of portfolio