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 6,910 shares of USEP stock, worth $0. This represents 0.14% of its overall portfolio holdings.
Number of Shares
6,910Holding current value
$0% of portfolio
0.14%Shares
2 transactions
Others Institutions Holding USEP
# of Institutions
70Shares Held
2.82MCall Options Held
0Put Options Held
0-
Kellett Schaffner Wealth Advisors LLC Cincinnati, OH883KShares$00.0% of portfolio
-
Brookstone Capital Management553KShares$00.0% of portfolio
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Envestnet Asset Management Inc131KShares$00.0% of portfolio
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C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH97.2KShares$00.29% of portfolio
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Kestra Advisory Services, LLC85.7KShares$00.0% of portfolio