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 35,740 shares of USEP stock, worth $0. This represents 0.05% of its overall portfolio holdings.
Number of Shares
35,740
Previous 60,237
40.67%
Holding current value
$0
Previous $2.12 Billion
41.99%
% of portfolio
0.05%
Previous 0.09%
Shares
5 transactions
Others Institutions Holding USEP
# of Institutions
72Shares Held
2.9MCall Options Held
0Put Options Held
0-
Kellett Schaffner Wealth Advisors LLC Cincinnati, OH829KShares$00.0% of portfolio
-
Sovran Advisors, LLC San Diego, CA555KShares$02.4% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH126KShares$00.34% of portfolio
-
Envestnet Asset Management Inc124KShares$00.0% of portfolio
-
Kestra Advisory Services, LLC84KShares$00.0% of portfolio