Woodard & CO Asset Management Group Inc Innovator U.S. Equity Ultra Bu Transaction History

Woodard & CO Asset Management Group Inc

$388 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 24, 2020	SELL	$22.7 - $25.65 $13,620 - $15,390	-600 Closed	0 $0
Q1 2020 Apr 27, 2020	BUY	$22.0 - $25.61 $13,200 - $15,366	600 New	600 $14,000

Others Institutions Holding UJUL

# of Institutions

60

Shares Held

2.32M

Call Options Held

0

Put Options Held

0

Brookstone Capital Management

534K
Shares

$17.5 Million
0.33% of portfolio
Kestra Advisory Services, LLC

255K
Shares

$8.36 Million
0.05% of portfolio
Kfg Wealth Management, LLC Granger, IN

216K
Shares

$7.08 Million
3.07% of portfolio
Raymond James & Associates St Petersburg, FL

214K
Shares

$7.02 Million
0.0% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

210K
Shares

$6.88 Million
0.76% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

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