Kellett Schaffner Wealth Advisors LLC Innovator U.S. Equity Ultra Bu Transaction History
Kellett Schaffner Wealth Advisors LLC
- $113 Million
- Q4 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 54,858 shares of UDEC stock, worth $1.97 Million. This represents 1.71% of its overall portfolio holdings.
Number of Shares
54,858Holding current value
$1.97 Million% of portfolio
1.71%Shares
1 transactions
Others Institutions Holding UDEC
# of Institutions
71Shares Held
3.18MCall Options Held
0Put Options Held
0-
Brookstone Capital Management955KShares$34.2 Million0.56% of portfolio
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Sovran Advisors, LLC San Diego, CA257KShares$9.2 Million1.28% of portfolio
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Encompass More Asset Management Danville, CA163KShares$5.85 Million1.89% of portfolio
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C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH110KShares$3.94 Million0.31% of portfolio
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Donald L. Hagan, LLC106KShares$3.82 Million2.03% of portfolio