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 27,675 shares of UJUN stock, worth $951,466. This represents 0.54% of its overall portfolio holdings.
Number of Shares
27,675
Previous 28,196
1.85%
Holding current value
$951,466
Previous $902 Million
1.92%
% of portfolio
0.54%
Previous 0.59%
Shares
2 transactions
Others Institutions Holding UJUN
# of Institutions
47Shares Held
1.37MCall Options Held
0Put Options Held
0-
Berger Financial Group, Inc Plymouth, MN276KShares$9.48 Million0.78% of portfolio
-
Kfg Wealth Management, LLC Granger, IN173KShares$5.96 Million1.52% of portfolio
-
Trek Financial, LLC Scottsdale, AZ163KShares$5.62 Million0.44% of portfolio
-
Commonwealth Equity Services, LLC86KShares$2.96 Million0.0% of portfolio
-
Kestra Advisory Services, LLC45.3KShares$1.56 Million0.01% of portfolio