Simplicity Wealth,Llc Innovator U.S. Equity Ultra Bu Transaction History
Simplicity Wealth,Llc
- $1.59 Billion
- Q3 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 $404,380. This represents 0.03% of its overall portfolio holdings.
Number of Shares
10,329
Previous 10,329
-0.0%
Holding current value
$404,380
Previous $386,000
5.18%
% of portfolio
0.03%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding UAUG
# of Institutions
95Shares Held
4.04MCall Options Held
0Put Options Held
0-
Brookstone Capital Management1.65MShares$64.6 Million0.9% of portfolio
-
Commonwealth Equity Services, LLC163KShares$6.37 Million0.01% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH149KShares$5.85 Million0.34% of portfolio
-
Archer Investment Corp149KShares$5.83 Million1.33% of portfolio
-
Kestra Advisory Services, LLC137KShares$5.38 Million0.03% of portfolio