Avantax Advisory Services, Inc. Innovator U.S. Equity Ultra Bu Transaction History
Avantax Advisory Services, Inc.
- $14.9 Billion
- Q3 2024
A detailed history of Avantax Advisory Services, Inc. transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 8,066 shares of UAUG stock, worth $290,859. This represents 0.0% of its overall portfolio holdings.
Number of Shares
8,066
Previous 6,084
32.58%
Holding current value
$290,859
Previous $204,000
38.24%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding UAUG
# of Institutions
88Shares Held
4.68MCall Options Held
0Put Options Held
0-
Brookstone Capital Management1.43MShares$51.7 Million0.85% of portfolio
-
Kestra Advisory Services, LLC347KShares$12.5 Million0.07% of portfolio
-
Onyx Bridge Wealth Group LLC244KShares$8.81 Million1.3% of portfolio
-
Kfg Wealth Management, LLC Granger, IN244KShares$8.81 Million2.25% of portfolio
-
Commonwealth Equity Services, LLC175KShares$6.3 Million0.01% of portfolio