Accurate Wealth Management, LLC Innovator U.S. Equity Ultra Bu Transaction History
Accurate Wealth Management, LLC
- $486 Million
- Q4 2024
A detailed history of Accurate Wealth Management, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 11,612 shares of UAUG stock, worth $419,657. This represents 0.08% of its overall portfolio holdings.
Number of Shares
11,612
Previous 13,377
13.19%
Holding current value
$419,657
Previous $468,000
11.97%
% of portfolio
0.08%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding UAUG
# of Institutions
90Shares Held
4.66MCall Options Held
0Put Options Held
0-
Brookstone Capital Management1.43MShares$51.9 Million0.85% of portfolio
-
Onyx Bridge Wealth Group LLC244KShares$8.83 Million1.3% of portfolio
-
Kfg Wealth Management, LLC Granger, IN244KShares$8.82 Million2.25% of portfolio
-
Envestnet Asset Management Inc174KShares$6.29 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC174KShares$6.28 Million0.01% of portfolio