Worth Financial Advisory Group, LLC Innovator U.S. Equity Ultra Bu Transaction History
Worth Financial Advisory Group, LLC
- $170 Billion
- Q3 2024
A detailed history of Worth Financial Advisory Group, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 16,582 shares of UAPR stock, worth $512,383. This represents 0.29% of its overall portfolio holdings.
Number of Shares
16,582
Previous 24,582
32.54%
Holding current value
$512,383
Previous $714 Million
29.85%
% of portfolio
0.29%
Previous 0.47%
Shares
4 transactions
Others Institutions Holding UAPR
# of Institutions
75Shares Held
3.56MCall Options Held
0Put Options Held
0-
Brookstone Capital Management686KShares$21.2 Million0.34% of portfolio
-
Ae Wealth Management LLC312KShares$9.64 Million0.1% of portfolio
-
Tradition Wealth Management, LLC296KShares$9.13 Million0.85% of portfolio
-
Commonwealth Equity Services, LLC279KShares$8.63 Million0.01% of portfolio
-
Kfg Wealth Management, LLC Granger, IN227KShares$7.01 Million1.99% of portfolio