Simplicity Wealth,Llc Innovator U.S. Equity Ultra Bu Transaction History
Simplicity Wealth,Llc
- $2.26 Billion
- Q2 2025
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 10,329 shares of UAUG stock, worth $396,427. This represents 0.02% of its overall portfolio holdings.
Number of Shares
10,329
Previous 10,329
-0.0%
Holding current value
$396,427
Previous $356,000
8.43%
% of portfolio
0.02%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding UAUG
# of Institutions
87Shares Held
2.36MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC153KShares$5.86 Million0.01% of portfolio
-
Archer Investment Corp149KShares$5.71 Million1.33% of portfolio
-
Kestra Advisory Services, LLC139KShares$5.35 Million0.02% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH138KShares$5.29 Million0.48% of portfolio
-
Kfg Wealth Management, LLC Granger, IN128KShares$4.9 Million1.1% of portfolio