Steward Partners Investment Advisory, LLC Innovator U.S. Equity Ultra Bu Transaction History
Steward Partners Investment Advisory, LLC
- $11 Billion
- Q4 2024
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 $24,992. This represents 0.0% of its overall portfolio holdings.
Number of Shares
774
Previous 710
9.01%
Holding current value
$24,992
Previous $23,000
8.7%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding UFEB
# of Institutions
65Shares Held
1.3MCall Options Held
0Put Options Held
0-
Kfg Wealth Management, LLC Granger, IN309KShares$9.97 Million2.55% of portfolio
-
Truist Financial Corp119KShares$3.85 Million0.01% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH116KShares$3.75 Million0.31% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ74KShares$2.39 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC68.8KShares$2.22 Million0.0% of portfolio