Wealthquest Corp Innovator U.S. Equity Ultra Bu Call Options Transaction History
Wealthquest Corp
- $938 Million
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding UJAN
# of Institutions
109Shares Held
5.01MCall Options Held
0Put Options Held
0-
Brookstone Capital Management1.49MShares$61 Million0.91% of portfolio
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Talon Private Wealth, LLC The Villages, FL853KShares$34.9 Million4.36% of portfolio
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Commonwealth Equity Services, LLC227KShares$9.28 Million0.01% of portfolio
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C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH194KShares$7.93 Million0.73% of portfolio
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Strategic Blueprint, LLC Atlanta, GA136KShares$5.56 Million0.3% of portfolio