Tradition Wealth Management, LLC Innovator U.S. Equity Ultra Bu Transaction History
Tradition Wealth Management, LLC
- $988 Million
- Q2 2024
A detailed history of Tradition Wealth Management, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Tradition Wealth Management, LLC holds 298,045 shares of UAPR stock, worth $8.99 Million. This represents 0.88% of its overall portfolio holdings.
Number of Shares
298,045
Previous 292,221
1.99%
Holding current value
$8.99 Million
Previous $8.23 Million
5.19%
% of portfolio
0.88%
Previous 0.86%
Shares
5 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
-
Commonwealth Equity Services, LLC283KShares$8.52 Million0.01% of portfolio
-
Kfg Wealth Management, LLC Granger, IN233KShares$7.03 Million2.95% of portfolio