O'Shaughnessy Asset Management, LLC Innovator U.S. Equity Ultra Bu Transaction History
O'Shaughnessy Asset Management, LLC
- $14.2 Billion
- Q2 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 89 shares of UFEB stock, worth $3,195. This represents 0.0% of its overall portfolio holdings.
Number of Shares
89
Previous 89
-0.0%
Holding current value
$3,195
Previous $2,000
50.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding UFEB
# of Institutions
95Shares Held
6.97MCall Options Held
0Put Options Held
0-
Brookstone Capital Management1.73MShares$62.2 Million0.9% of portfolio
-
Talon Private Wealth, LLC The Villages, FL1.01MShares$36.4 Million4.79% of portfolio
-
High Tower Advisors, LLC Chicago, IL969KShares$34.8 Million0.04% of portfolio
-
Kfg Wealth Management, LLC Granger, IN415KShares$14.9 Million3.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ161KShares$5.78 Million0.01% of portfolio