O'Shaughnessy Asset Management, LLC Innovator U.S. Equity Ultra Bu Transaction History
O'Shaughnessy Asset Management, LLC
- $16.5 Billion
- Q3 2025
A detailed history of O'Shaughnessy Asset Management, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, O'Shaughnessy Asset Management, LLC holds 84 shares of UFEB stock, worth $3,022. This represents 0.0% of its overall portfolio holdings.
Number of Shares
84
Previous 89
5.62%
Holding current value
$3,022
Previous $3,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding UFEB
# of Institutions
95Shares Held
4.76MCall Options Held
0Put Options Held
0-
Talon Private Wealth, LLC The Villages, FL1.01MShares$36.4 Million4.79% of portfolio
-
High Tower Advisors, LLC Chicago, IL771KShares$27.7 Million0.03% of portfolio
-
Kfg Wealth Management, LLC Granger, IN415KShares$14.9 Million3.14% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH162KShares$5.83 Million0.34% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ150KShares$5.41 Million0.01% of portfolio