Accurate Wealth Management, LLC Innovator U.S. Equity Ultra Bu Transaction History
Accurate Wealth Management, LLC
- $663 Million
- Q3 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 25,271 shares of UJAN stock, worth $1.07 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
25,271
Previous 25,480
0.82%
Holding current value
$1.07 Million
Previous $1.03 Million
3.3%
% of portfolio
0.16%
Previous 0.18%
Shares
11 transactions
Others Institutions Holding UJAN
# of Institutions
104Shares Held
3.93MCall Options Held
0Put Options Held
0-
Talon Private Wealth, LLC The Villages, FL858KShares$36.5 Million4.78% of portfolio
-
Sonoma Allocations LLC Santa Rosa, CA427KShares$18.1 Million6.51% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH205KShares$8.72 Million0.5% of portfolio
-
Commonwealth Equity Services, LLC187KShares$7.96 Million0.01% of portfolio
-
Strategic Blueprint, LLC Atlanta, GA135KShares$5.75 Million0.28% of portfolio