Worth Financial Advisory Group, LLC Innovator U.S. Equity Ultra Bu Transaction History
Worth Financial Advisory Group, LLC
- $144 Billion
- Q1 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 9,600 shares of UAPR stock, worth $281,856. This represents 0.19% of its overall portfolio holdings.
Number of Shares
9,600
Previous 95,600
89.96%
Holding current value
$281,856
Previous $2.62 Billion
89.69%
% of portfolio
0.19%
Previous 2.1%
Shares
2 transactions
Others Institutions Holding UAPR
# of Institutions
59Shares Held
1.8MCall Options Held
0Put Options Held
0-
Tradition Wealth Management, LLC292KShares$8.58 Million0.86% of portfolio
-
Commonwealth Equity Services, LLC211KShares$6.19 Million0.01% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH130KShares$3.81 Million0.43% of portfolio
-
Mgo One Seven LLC Beachwood, OH100KShares$2.94 Million0.15% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ95.9KShares$2.81 Million0.01% of portfolio