Raymond James Financial Services Advisors, Inc. Innovator U.S. Equity Ultra Bu Transaction History

Raymond James Financial Services Advisors, Inc.

$73.5 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 16, 2024	SELL	$28.09 - $30.81 $354,889 - $389,253	-12,634 Reduced 45.05%	15,412 $473,000
Q3 2023 Oct 24, 2023	BUY	$28.47 - $29.76 $798,469 - $834,648	28,046 New	28,046 $803,000

Others Institutions Holding UAUG

# of Institutions

Shares Held

4.62M

Call Options Held

Put Options Held

Brookstone Capital Management

1.16M
Shares

$41.1 Million
0.68% of portfolio
Kestra Advisory Services, LLC

347K
Shares

$12.3 Million
0.07% of portfolio
Kfg Wealth Management, LLC Granger, IN

262K
Shares

$9.29 Million
2.67% of portfolio
Onyx Bridge Wealth Group LLC

245K
Shares

$8.67 Million
1.34% of portfolio
Commonwealth Equity Services, LLC

175K
Shares

$6.18 Million
0.01% of portfolio

View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UAUG
Sector ETFs
Industry ETFs

More about UAUG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Raymond James Financial Services Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Raymond James Financial Services Advisors, Inc. with notifications on news.

Account