Simplicity Wealth,Llc Innovator U.S. Equity Ultra Bu Transaction History
Simplicity Wealth,Llc
- $1.04 Billion
- Q3 2024
A detailed history of Simplicity Wealth,Llc transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Simplicity Wealth,Llc holds 10,214 shares of UAUG stock, worth $361,371. This represents 0.03% of its overall portfolio holdings.
Number of Shares
10,214
Previous 10,214
-0.0%
Holding current value
$361,371
Previous $343,000
4.08%
% of portfolio
0.03%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding UAUG
# of Institutions
86Shares Held
4.62MCall Options Held
0Put Options Held
0-
Brookstone Capital Management1.16MShares$41.1 Million0.68% of portfolio
-
Kestra Advisory Services, LLC347KShares$12.3 Million0.07% of portfolio
-
Kfg Wealth Management, LLC Granger, IN262KShares$9.29 Million2.67% of portfolio
-
Onyx Bridge Wealth Group LLC245KShares$8.67 Million1.34% of portfolio
-
Commonwealth Equity Services, LLC175KShares$6.18 Million0.01% of portfolio