Worth Pointe, LLC Innovator Etfs Tr Us Equity Ac Transaction History
Worth Pointe, LLC
- $235 Million
- Q3 2024
A detailed history of Worth Pointe, LLC transactions in Innovator Etfs Tr Us Equity Ac stock. As of the latest transaction made, Worth Pointe, LLC holds 15,837 shares of XBJL stock, worth $539,408. This represents 0.23% of its overall portfolio holdings.
Number of Shares
15,837
Previous 6,850
131.2%
Holding current value
$539,408
Previous $220,000
140.91%
% of portfolio
0.23%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding XBJL
# of Institutions
40Shares Held
3.9MCall Options Held
0Put Options Held
0-
Gradient Investments LLC2.11MShares$71.9 Million1.86% of portfolio
-
Cetera Investment Advisers Schaumburg, IL386KShares$13.2 Million0.03% of portfolio
-
Brown Financial Advisors Milford, OH238KShares$8.12 Million3.29% of portfolio
-
High Tower Advisors, LLC Chicago, IL118KShares$4.02 Million0.01% of portfolio
-
Weaver Consulting Group91.1KShares$3.1 Million1.06% of portfolio