4 J Wealth Management LLC Innovator U.S. Equity Ultra Bu Transaction History
4 J Wealth Management LLC
- $105 Million
- Q4 2024
A detailed history of 4 J Wealth Management LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, 4 J Wealth Management LLC holds 6,850 shares of UAUG stock, worth $248,107. This represents 0.23% of its overall portfolio holdings.
Number of Shares
6,850
Previous 7,950
13.84%
Holding current value
$248,107
Previous $278,000
12.59%
% of portfolio
0.23%
Previous 0.24%
Shares
3 transactions
Others Institutions Holding UAUG
# of Institutions
87Shares Held
4.78MCall Options Held
0Put Options Held
0-
Brookstone Capital Management1.43MShares$52 Million0.85% of portfolio
-
Kestra Advisory Services, LLC347KShares$12.6 Million0.07% of portfolio
-
Onyx Bridge Wealth Group LLC245KShares$8.87 Million1.34% of portfolio
-
Kfg Wealth Management, LLC Granger, IN244KShares$8.84 Million2.25% of portfolio
-
Commonwealth Equity Services, LLC175KShares$6.32 Million0.01% of portfolio