Long Island Wealth Management, Inc. Innovator U.S. Equity Ultra Bu Transaction History
Long Island Wealth Management, Inc.
- $142 Billion
- Q1 2024
A detailed history of Long Island Wealth Management, Inc. transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Long Island Wealth Management, Inc. holds 41,820 shares of UJAN stock, worth $1.56 Million. This represents 1.07% of its overall portfolio holdings.
Number of Shares
41,820
Previous 42,270
1.06%
Holding current value
$1.56 Million
Previous $1.46 Billion
3.78%
% of portfolio
1.07%
Previous 1.04%
Shares
2 transactions
Others Institutions Holding UJAN
# of Institutions
88Shares Held
3.56MCall Options Held
0Put Options Held
0-
Fermata Advisors, LLC Sonoma, CA497KShares$18.6 Million4.09% of portfolio
-
Brookstone Capital Management455KShares$17 Million0.33% of portfolio
-
Envestnet Asset Management Inc266KShares$9.92 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC264KShares$9.88 Million0.02% of portfolio
-
Strategic Blueprint, LLC Atlanta, GA165KShares$6.16 Million0.45% of portfolio