Worth Pointe, LLC Innovator U.S. Equity Ultra Bu Transaction History
Worth Pointe, LLC
- $217 Million
- Q2 2024
A detailed history of Worth Pointe, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Worth Pointe, LLC holds 8,921 shares of UJAN stock, worth $339,176. This represents 0.15% of its overall portfolio holdings.
Number of Shares
8,921
Previous 8,269
7.88%
Holding current value
$339,176
Previous $298,000
11.07%
% of portfolio
0.15%
Previous 0.15%
Shares
3 transactions
Others Institutions Holding UJAN
# of Institutions
90Shares Held
2.8MCall Options Held
0Put Options Held
0-
Fermata Advisors, LLC Sonoma, CA536KShares$20.4 Million4.8% of portfolio
-
Commonwealth Equity Services, LLC255KShares$9.7 Million0.01% of portfolio
-
Strategic Blueprint, LLC Atlanta, GA162KShares$6.14 Million0.43% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH152KShares$5.77 Million0.62% of portfolio
-
Mgo One Seven LLC Beachwood, OH132KShares$5.01 Million0.24% of portfolio