Stephens Inc Innovator U.S. Equity Ultra Bu Transaction History

Stephens Inc

$6.2 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 03, 2019	SELL	$22.8 - $24.3 $1.86 Million - $1.99 Million	-81,701 Closed	0 $0
Q4 2018 Feb 11, 2019	BUY	$22.72 - $24.62 $1.86 Million - $2.01 Million	81,701 New	81,701 $1.88 Million

Others Institutions Holding UOCT

# of Institutions

53

Shares Held

1.31M

Call Options Held

0

Put Options Held

0

Commonwealth Equity Services, LLC

333K
Shares

$11.4 Million
0.02% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

108K
Shares

$3.7 Million
0.43% of portfolio
Kestra Advisory Services, LLC

62.1K
Shares

$2.14 Million
0.01% of portfolio
Kfg Wealth Management, LLC Granger, IN

49K
Shares

$1.68 Million
0.73% of portfolio
Bedel Financial Consulting, Inc.

46.8K
Shares

$1.61 Million
0.24% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

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