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 190,951 shares of UAUG stock, worth $6.68 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
190,951
Previous 190,967
0.01%
Holding current value
$6.68 Million
Previous $6.24 Million
3.05%
% of portfolio
0.68%
Previous 0.7%
Shares
5 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
-
Archer Investment Corp165KShares$5.77 Million1.62% of portfolio