Worth Financial Advisory Group, LLC Innovator U.S. Equity Ultra Bu Transaction History
Worth Financial Advisory Group, LLC
- $162 Billion
- Q4 2024
Shares
2 transactions
Others Institutions Holding UJAN
# of Institutions
86Shares Held
2.59MCall Options Held
0Put Options Held
0-
Fermata Advisors, LLC Sonoma, CA540KShares$21.5 Million4.13% of portfolio
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Commonwealth Equity Services, LLC185KShares$7.37 Million0.01% of portfolio
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C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH169KShares$6.74 Million0.53% of portfolio
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Strategic Blueprint, LLC Atlanta, GA136KShares$5.42 Million0.34% of portfolio
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Mgo One Seven LLC Beachwood, OH113KShares$4.52 Million0.17% of portfolio