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
71Shares Held
2.78MCall Options Held
0Put Options Held
0-
Kellett Schaffner Wealth Advisors LLC Cincinnati, OH607KShares$00.0% of portfolio
-
Sovran Advisors, LLC San Diego, CA601KShares$02.33% of portfolio
-
Simplicity Wealth,Llc167KShares$00.0% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH138KShares$00.48% of portfolio
-
Kestra Advisory Services, LLC84KShares$00.0% of portfolio