Wealthsource Partners, LLC Innovator U.S. Equity Ultra Bu Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
Shares
2 transactions
Others Institutions Holding USEP
# of Institutions
80Shares Held
4.73MCall Options Held
0Put Options Held
0-
Brookstone Capital Management1.59MShares$00.0% of portfolio
-
Kellett Schaffner Wealth Advisors LLC Cincinnati, OH601KShares$00.0% of portfolio
-
Sovran Advisors, LLC San Diego, CA601KShares$02.33% of portfolio
-
Signaturefd, LLC Atlanta, GA194KShares$00.0% of portfolio
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Simplicity Wealth,Llc167KShares$00.0% of portfolio