Sage View Advisory Group, LLC Innovator U.S. Equity Ultra Bu Transaction History
Sage View Advisory Group, LLC
- $2.35 Trillion
- Q1 2025
A detailed history of Sage View Advisory Group, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 40,455 shares of UOCT stock, worth $1.52 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
40,455
Previous 40,455
-0.0%
Holding current value
$1.52 Million
Previous $1.43 Billion
2.06%
% of portfolio
0.06%
Previous 0.06%
Shares
7 transactions
Others Institutions Holding UOCT
# of Institutions
76Shares Held
5.2MCall Options Held
0Put Options Held
0-
Brookstone Capital Management1.59MShares$59.4 Million0.9% of portfolio
-
Talon Private Wealth, LLC The Villages, FL948KShares$35.5 Million4.39% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL356KShares$13.3 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC327KShares$12.2 Million0.02% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH189KShares$7.09 Million0.52% of portfolio