Raymond James & Associates Innovator U.S. Equity Ultra Bu Transaction History

Raymond James & Associates

$161 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 19, 2024	BUY	$33.17 - $34.27 $33,170 - $34,270	1,000 Added 13.94%	8,175 $280,000
Q1 2023 Apr 14, 2023	BUY	$27.18 - $28.52 $195,016 - $204,631	7,175 New	7,175 $204,000

Others Institutions Holding UOCT

# of Institutions

59

Shares Held

1.26M

Call Options Held

0

Put Options Held

0

Commonwealth Equity Services, LLC

324K
Shares

$11.5 Million
0.02% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

160K
Shares

$5.68 Million
0.47% of portfolio
Kestra Advisory Services, LLC

61.3K
Shares

$2.17 Million
0.01% of portfolio
Kfg Wealth Management, LLC Granger, IN

50.4K
Shares

$1.78 Million
0.51% of portfolio
Lpl Financial LLC Fort Mill, SC

44.2K
Shares

$1.56 Million
0.0% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

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