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 167,338 shares of USEP stock, worth $0. This represents 0.0% of its overall portfolio holdings.
Number of Shares
167,338
Previous 11,694
1330.97%
Holding current value
$0
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding USEP
# of Institutions
70Shares Held
3.08MCall Options Held
0Put Options Held
0-
Kellett Schaffner Wealth Advisors LLC Cincinnati, OH829KShares$00.0% of portfolio
-
Sovran Advisors, LLC San Diego, CA601KShares$02.33% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH126KShares$00.34% of portfolio
-
Envestnet Asset Management Inc124KShares$00.0% of portfolio
-
Kestra Advisory Services, LLC84KShares$00.0% of portfolio