New Edge Advisors, LLC Innovator U.S. Equity Ultra Bu Transaction History
New Edge Advisors, LLC
- $16 Billion
- Q4 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 16,508 shares of UFEB stock, worth $533,043. This represents 0.0% of its overall portfolio holdings.
Number of Shares
16,508
Previous 20,228
18.39%
Holding current value
$533,043
Previous $658,000
16.57%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding UFEB
# of Institutions
65Shares Held
1.3MCall Options Held
0Put Options Held
0-
Kfg Wealth Management, LLC Granger, IN309KShares$9.97 Million2.55% of portfolio
-
Truist Financial Corp119KShares$3.85 Million0.01% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH116KShares$3.75 Million0.31% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ74KShares$2.39 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC68.8KShares$2.22 Million0.0% of portfolio