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 883,440 shares of USEP stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

883,440

Holding current value

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 21, 2024	BUY	N/A	883,440 New	883,440 $0

Others Institutions Holding USEP

# of Institutions

Shares Held

3.68M

Call Options Held

Put Options Held

Brookstone Capital Management

868K
Shares

$0
0.0% of portfolio
Sovran Advisors, LLC San Diego, CA

522K
Shares

$0
2.61% of portfolio
Envestnet Asset Management Inc

131K
Shares

$0
0.0% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

110K
Shares

$0
0.31% of portfolio
Kestra Advisory Services, LLC

85.7K
Shares

$0
0.0% of portfolio

View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker USEP

More about USEP

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