Worth Financial Advisory Group, LLC Innovator U.S. Equity Ultra Bu Transaction History
Worth Financial Advisory Group, LLC
- $170 Billion
- Q3 2024
A detailed history of Worth Financial Advisory Group, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 32,427 shares of UJAN stock, worth $1.24 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
32,427
Previous 33,097
2.02%
Holding current value
$1.24 Million
Previous $1.23 Billion
0.46%
% of portfolio
0.73%
Previous 0.81%
Shares
2 transactions
Others Institutions Holding UJAN
# of Institutions
86Shares Held
2.74MCall Options Held
0Put Options Held
0-
Fermata Advisors, LLC Sonoma, CA560KShares$21.4 Million4.4% of portfolio
-
Commonwealth Equity Services, LLC200KShares$7.65 Million0.01% of portfolio
-
Strategic Blueprint, LLC Atlanta, GA160KShares$6.12 Million0.41% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH157KShares$6 Million0.51% of portfolio
-
Mgo One Seven LLC Beachwood, OH115KShares$4.39 Million0.19% of portfolio