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 $549,227. This represents 0.23% of its overall portfolio holdings.
Number of Shares
15,837
Previous 6,850
131.2%
Holding current value
$549,227
Previous $220,000
140.91%
% of portfolio
0.23%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding XBJL
# of Institutions
39Shares Held
4.92MCall Options Held
0Put Options Held
0-
Gradient Investments LLC3.15MShares$109 Million2.85% of portfolio
-
Cetera Investment Advisers Schaumburg, IL386KShares$13.4 Million0.03% of portfolio
-
Brown Financial Advisors Milford, OH238KShares$8.27 Million3.29% of portfolio
-
High Tower Advisors, LLC Chicago, IL118KShares$4.09 Million0.01% of portfolio
-
Wealth Enhancement Advisory Services, LLC84.6KShares$2.93 Million0.01% of portfolio