Kellett Schaffner Wealth Advisors LLC Innovator U.S. Equity Ultra Bu Transaction History
Kellett Schaffner Wealth Advisors LLC
- $107 Million
- Q3 2024
A detailed history of Kellett Schaffner Wealth Advisors LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Kellett Schaffner Wealth Advisors LLC holds 7,787 shares of UAUG stock, worth $275,192. This represents 0.26% of its overall portfolio holdings.
Number of Shares
7,787Holding current value
$275,192% of portfolio
0.26%Shares
1 transactions
Others Institutions Holding UAUG
# of Institutions
88Shares Held
4.81MCall Options Held
0Put Options Held
0-
Brookstone Capital Management1.16MShares$41.1 Million0.68% of portfolio
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Kestra Advisory Services, LLC347KShares$12.3 Million0.07% of portfolio
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Kfg Wealth Management, LLC Granger, IN262KShares$9.27 Million2.67% of portfolio
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Onyx Bridge Wealth Group LLC245KShares$8.66 Million1.34% of portfolio
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Soltis Investment Advisors LLC St. George, UT191KShares$6.75 Million0.68% of portfolio