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 13,808 shares of UOCT stock, worth $485,213. This represents 0.45% of its overall portfolio holdings.
Number of Shares
13,808Holding current value
$485,213% of portfolio
0.45%Shares
1 transactions
Others Institutions Holding UOCT
# of Institutions
61Shares Held
1.39MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC324KShares$11.4 Million0.02% of portfolio
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C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH160KShares$5.64 Million0.47% of portfolio
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Kestra Advisory Services, LLC55.7KShares$1.96 Million0.01% of portfolio
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Kfg Wealth Management, LLC Granger, IN50.4KShares$1.77 Million0.51% of portfolio
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Lpl Financial LLC Fort Mill, SC44.2KShares$1.55 Million0.0% of portfolio