Soltis Investment Advisors LLC Innovator U.S. Equity Ultra Bu Transaction History
Soltis Investment Advisors LLC
- $941 Million
- Q2 2024
A detailed history of Soltis Investment Advisors LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Soltis Investment Advisors LLC holds 12,769 shares of UAPR stock, worth $384,985. This represents 0.04% of its overall portfolio holdings.
Number of Shares
12,769
Previous 17,336
26.34%
Holding current value
$384,985
Previous $488,000
24.18%
% of portfolio
0.04%
Previous 0.05%
Shares
9 transactions
Others Institutions Holding UAPR
# of Institutions
82Shares Held
4.83MCall Options Held
0Put Options Held
0-
Kellett Schaffner Wealth Advisors LLC Cincinnati, OH932KShares$28.1 Million21.84% of portfolio
-
Brookstone Capital Management644KShares$19.4 Million0.35% of portfolio
-
Ae Wealth Management LLC316KShares$9.53 Million0.1% of portfolio
-
Tradition Wealth Management, LLC298KShares$8.99 Million0.88% of portfolio
-
Commonwealth Equity Services, LLC283KShares$8.52 Million0.01% of portfolio