Kellett Schaffner Wealth Advisors LLC Innovator U.S. Equity Ultra Bu Transaction History
Kellett Schaffner Wealth Advisors LLC
- $124 Million
- Q2 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 932,032 shares of UAPR stock, worth $27.8 Million. This represents 21.84% of its overall portfolio holdings.
Number of Shares
932,032Holding current value
$27.8 Million% of portfolio
21.84%Shares
1 transactions
Others Institutions Holding UAPR
# of Institutions
82Shares Held
4.84MCall Options Held
0Put Options Held
0-
Brookstone Capital Management644KShares$19.2 Million0.35% of portfolio
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Ae Wealth Management LLC316KShares$9.42 Million0.1% of portfolio
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Tradition Wealth Management, LLC298KShares$8.88 Million0.88% of portfolio
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Commonwealth Equity Services, LLC283KShares$8.43 Million0.01% of portfolio
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Kfg Wealth Management, LLC Granger, IN233KShares$6.94 Million2.95% of portfolio