Heritage Wealth Partners, LLC Innovator U.S. Equity Ultra Bu Call Options Transaction History

Heritage Wealth Partners, LLC

$85 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding UAUG

# of Institutions

90

Shares Held

4.24M

Call Options Held

0

Put Options Held

0

Brookstone Capital Management

1.16M
Shares

$40.7 Million
0.68% of portfolio
Kfg Wealth Management, LLC Granger, IN

262K
Shares

$9.2 Million
2.67% of portfolio
Onyx Bridge Wealth Group LLC

245K
Shares

$8.58 Million
1.34% of portfolio
Soltis Investment Advisors LLC St. George, UT

191K
Shares

$6.69 Million
0.68% of portfolio
Commonwealth Equity Services, LLC

175K
Shares

$6.12 Million
0.01% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UAUG
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