U.S. Capital Wealth Advisors, LLC Innovator U.S. Equity Ultra Bu Transaction History
U.S. Capital Wealth Advisors, LLC
- $2.65 Billion
- Q3 2024
Shares
3 transactions
Others Institutions Holding UJAN
# of Institutions
84Shares Held
2.67MCall Options Held
0Put Options Held
0-
Fermata Advisors, LLC Sonoma, CA560KShares$21.6 Million4.4% of portfolio
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Commonwealth Equity Services, LLC200KShares$7.73 Million0.01% of portfolio
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Strategic Blueprint, LLC Atlanta, GA160KShares$6.18 Million0.41% of portfolio
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C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH157KShares$6.05 Million0.51% of portfolio
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Mgo One Seven LLC Beachwood, OH115KShares$4.43 Million0.19% of portfolio