Kellett Schaffner Wealth Advisors LLC Innovator U.S. Equity Ultra Bu Transaction History

Kellett Schaffner Wealth Advisors LLC

  • $114 Million
  • Q1 2025

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 $290,455. This represents 0.24% of its overall portfolio holdings.

Number of Shares
7,787
Previous 7,787 -0.0%
Holding current value
$290,455
Previous $276,000 2.54%
% of portfolio
0.24%
Previous 0.25%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
BUY
$33.02 - $35.03 $257,126 - $272,778
7,787 New
7,787 $272,000

Others Institutions Holding UAUG

# of Institutions
93
Shares Held
2.49M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

UAUG Quotes by TradingView
  • Ticker UAUG
  • Sector ETFs
  • Industry ETFs
More about UAUG
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