Accurate Wealth Management, LLC Innovator U.S. Equity Ultra Bu Transaction History
Accurate Wealth Management, LLC
- $482 Million
- Q1 2025
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 29,244 shares of UJAN stock, worth $1.1 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
29,244
Previous 25,373
15.26%
Holding current value
$1.1 Million
Previous $988,000
12.55%
% of portfolio
0.23%
Previous 0.2%
Shares
9 transactions
Others Institutions Holding UJAN
# of Institutions
91Shares Held
2.67MCall Options Held
0Put Options Held
0-
Fermata Advisors, LLC Sonoma, CA499KShares$18.7 Million3.84% of portfolio
-
Commonwealth Equity Services, LLC185KShares$6.93 Million0.01% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH169KShares$6.34 Million0.53% of portfolio
-
Strategic Blueprint, LLC Atlanta, GA136KShares$5.1 Million0.34% of portfolio
-
Mgo One Seven LLC Beachwood, OH113KShares$4.26 Million0.17% of portfolio