New Edge Advisors, LLC Innovator U.S. Equity Ultra Bu Transaction History
New Edge Advisors, LLC
- $13.5 Billion
- Q2 2024
A detailed history of New Edge Advisors, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, New Edge Advisors, LLC holds 20,949 shares of UFEB stock, worth $683,146. This represents 0.0% of its overall portfolio holdings.
Number of Shares
20,949
Previous 18,226
14.94%
Holding current value
$683,146
Previous $561,000
18.18%
% of portfolio
0.0%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding UFEB
# of Institutions
62Shares Held
1.19MCall Options Held
0Put Options Held
0-
Truist Financial Corp125KShares$4.07 Million0.01% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH102KShares$3.34 Million0.28% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ78.5KShares$2.56 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC75.1KShares$2.45 Million0.0% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA58.7KShares$1.92 Million0.09% of portfolio