Keystone Wealth Services, LLC Innovator U.S. Equity Ultra Bu Transaction History
Keystone Wealth Services, LLC
- $336 Million
- Q3 2024
A detailed history of Keystone Wealth Services, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 19,328 shares of UAUG stock, worth $683,051. This represents 0.2% of its overall portfolio holdings.
Number of Shares
19,328
Previous 19,585
1.31%
Holding current value
$683,051
Previous $659,000
2.73%
% of portfolio
0.2%
Previous 0.22%
Shares
3 transactions
Others Institutions Holding UAUG
# of Institutions
88Shares Held
4.81MCall Options Held
0Put Options Held
0-
Brookstone Capital Management1.16MShares$41.1 Million0.68% of portfolio
-
Kestra Advisory Services, LLC347KShares$12.3 Million0.07% of portfolio
-
Kfg Wealth Management, LLC Granger, IN262KShares$9.27 Million2.67% of portfolio
-
Onyx Bridge Wealth Group LLC245KShares$8.66 Million1.34% of portfolio
-
Soltis Investment Advisors LLC St. George, UT191KShares$6.75 Million0.68% of portfolio