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 863,238 shares of USEP stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
863,238
Previous 883,440 2.29%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
SELL
N/A
-20,202 Reduced 2.29%
863,238 $0
Q3 2024

Oct 21, 2024
BUY
N/A
883,440 New
883,440 $0

Others Institutions Holding USEP

# of Institutions
77
Shares Held
3.74M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

USEP Quotes by TradingView
  • Ticker USEP
More about USEP
Track This Portfolio

Track Kellett Schaffner Wealth Advisors LLC Portfolio

Follow Kellett Schaffner Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kellett Schaffner Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kellett Schaffner Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email