Worth Financial Advisory Group, LLC Innovator U.S. Equity Ultra Bu Transaction History
Worth Financial Advisory Group, LLC
- $163 Billion
- Q2 2025
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 7,028 shares of UAUG stock, worth $263,268. This represents 0.16% of its overall portfolio holdings.
Number of Shares
7,028
Previous 8,685
19.08%
Holding current value
$263,268
Previous $301 Million
12.53%
% of portfolio
0.16%
Previous 0.19%
Shares
5 transactions
Others Institutions Holding UAUG
# of Institutions
92Shares Held
2.45MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC155KShares$5.81 Million0.01% of portfolio
-
Archer Investment Corp152KShares$5.71 Million1.37% of portfolio
-
Kestra Advisory Services, LLC139KShares$5.22 Million0.02% of portfolio
-
Kfg Wealth Management, LLC Granger, IN128KShares$4.78 Million1.1% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH125KShares$4.69 Million0.34% of portfolio