Steward Partners Investment Advisory, LLC Innovator U.S. Equity Ultra Bu Transaction History
Steward Partners Investment Advisory, LLC
- $10.9 Billion
- Q1 2025
A detailed history of Steward Partners Investment Advisory, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 774 shares of UFEB stock, worth $25,805. This represents 0.0% of its overall portfolio holdings.
Number of Shares
774
Previous 774
-0.0%
Holding current value
$25,805
Previous $25,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding UFEB
# of Institutions
91Shares Held
5.56MCall Options Held
0Put Options Held
0-
Brookstone Capital Management1.69MShares$56.2 Million0.9% of portfolio
-
Talon Private Wealth, LLC The Villages, FL1.01MShares$33.6 Million4.37% of portfolio
-
Kfg Wealth Management, LLC Granger, IN309KShares$10.3 Million2.55% of portfolio
-
High Tower Advisors, LLC Chicago, IL233KShares$7.76 Million0.01% of portfolio
-
Truist Financial Corp144KShares$4.82 Million0.01% of portfolio