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

Kellett Schaffner Wealth Advisors LLC

$113 Million
Q4 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding UDEC

# of Institutions

71

Shares Held

3.18M

Call Options Held

0

Put Options Held

0

Brookstone Capital Management

955K
Shares

$34.2 Million
0.56% of portfolio
Sovran Advisors, LLC San Diego, CA

257K
Shares

$9.2 Million
1.28% of portfolio
Encompass More Asset Management Danville, CA

163K
Shares

$5.85 Million
1.89% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

110K
Shares

$3.94 Million
0.31% of portfolio
Donald L. Hagan, LLC

106K
Shares

$3.82 Million
2.03% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UDEC
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