Legacy Advisors, LLC Innovator U.S. Equity Ultra Bu Transaction History

Legacy Advisors, LLC

$911 Million
Q1 2025

A detailed history of Legacy Advisors, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Legacy Advisors, LLC holds 29,841 shares of USEP stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

29,841

Holding current value

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 22, 2025	BUY	N/A	29,841 New	29,841 $0

Others Institutions Holding USEP

# of Institutions

Shares Held

2.9M

Call Options Held

Put Options Held

Kellett Schaffner Wealth Advisors LLC Cincinnati, OH

829K
Shares

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

555K
Shares

$0
2.4% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

126K
Shares

$0
0.34% of portfolio
Envestnet Asset Management Inc

124K
Shares

$0
0.0% of portfolio
Kestra Advisory Services, LLC

84K
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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