Sage View Advisory Group, LLC Innovator U.S. Equity Ultra Bu Transaction History
Sage View Advisory Group, LLC
- $2.32 Trillion
- Q4 2024
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 60,237 shares of USEP stock, worth $0. This represents 0.09% of its overall portfolio holdings.
Number of Shares
60,237
Previous 31,159
93.32%
Holding current value
$0
Previous $1.08 Billion
95.86%
% of portfolio
0.09%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding USEP
# of Institutions
77Shares Held
3.74MCall Options Held
0Put Options Held
0-
Brookstone Capital Management868KShares$00.0% of portfolio
-
Kellett Schaffner Wealth Advisors LLC Cincinnati, OH863KShares$00.0% of portfolio
-
Sovran Advisors, LLC San Diego, CA522KShares$02.61% of portfolio
-
Envestnet Asset Management Inc133KShares$00.0% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH110KShares$00.31% of portfolio