Worth Financial Advisory Group, LLC Innovator Etfs Tr Transaction History
Worth Financial Advisory Group, LLC
- $206 Billion
- Q4 2025
A detailed history of Worth Financial Advisory Group, LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 6,987 shares of IJUL stock, worth $230,012. This represents 0.11% of its overall portfolio holdings.
Number of Shares
6,987
Previous 7,357
5.03%
Holding current value
$230,012
Previous $240 Million
2.64%
% of portfolio
0.11%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding IJUL
# of Institutions
113Shares Held
6.22MCall Options Held
0Put Options Held
0-
Round Table Services, LLC1.33MShares$43.9 Million5.58% of portfolio
-
Access Financial Services, Inc.442KShares$14.6 Million6.98% of portfolio
-
Compass Advisory Group LLC416KShares$13.7 Million4.35% of portfolio
-
Blair William & CO Chicago, IL341KShares$11.2 Million0.03% of portfolio
-
Strategic Blueprint, LLC Atlanta, GA326KShares$10.7 Million0.53% of portfolio