Retirement Planning Group Innovator U.S. Equity Ultra Bu Transaction History
Retirement Planning Group
- $1.58 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding USEP
# of Institutions
70Shares Held
2.82MCall Options Held
0Put Options Held
0-
Kellett Schaffner Wealth Advisors LLC Cincinnati, OH883KShares$00.0% of portfolio
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Brookstone Capital Management553KShares$00.0% of portfolio
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Envestnet Asset Management Inc131KShares$00.0% of portfolio
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C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH97.2KShares$00.29% of portfolio
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Kestra Advisory Services, LLC85.7KShares$00.0% of portfolio