Arete Wealth Advisors, LLC Innovator U.S. Equity Ultra Bu Transaction History
Arete Wealth Advisors, LLC
- $1.39 Billion
- Q4 2024
A detailed history of Arete Wealth Advisors, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 10,798 shares of UAUG stock, worth $375,014. This represents 0.03% of its overall portfolio holdings.
Number of Shares
10,798
Previous 12,045
10.35%
Holding current value
$375,014
Previous $421,000
9.03%
% of portfolio
0.03%
Previous 0.04%
Shares
15 transactions
Others Institutions Holding UAUG
# of Institutions
95Shares Held
4.47MCall Options Held
0Put Options Held
0-
Brookstone Capital Management1.43MShares$49.8 Million0.85% of portfolio
-
Onyx Bridge Wealth Group LLC244KShares$8.49 Million1.3% of portfolio
-
Kfg Wealth Management, LLC Granger, IN244KShares$8.48 Million2.25% of portfolio
-
Commonwealth Equity Services, LLC174KShares$6.04 Million0.01% of portfolio
-
Kestra Advisory Services, LLC165KShares$5.74 Million0.03% of portfolio