Simplicity Wealth,Llc Innovator U.S. Equity Ultra Bu Transaction History
Simplicity Wealth,Llc
- $4.32 Billion
- Q2 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 $357,081. This represents 0.01% of its overall portfolio holdings.
Number of Shares
10,214
Previous 10,214
-0.0%
Holding current value
$357,081
Previous $333,000
3.0%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding UAUG
# of Institutions
86Shares Held
3.14MCall Options Held
0Put Options Held
0-
Kfg Wealth Management, LLC Granger, IN308KShares$10.8 Million4.52% of portfolio
-
Commonwealth Equity Services, LLC290KShares$10.1 Million0.02% of portfolio
-
Onyx Bridge Wealth Group LLC244KShares$8.54 Million1.39% of portfolio
-
Brookstone Capital Management210KShares$7.34 Million0.13% of portfolio
-
Soltis Investment Advisors LLC St. George, UT191KShares$6.68 Million0.68% of portfolio