Baystate Wealth Management LLC Innovator U.S. Equity Ultra Bu Transaction History
Baystate Wealth Management LLC
- $1.36 Billion
- Q4 2023
A detailed history of Baystate Wealth Management LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Baystate Wealth Management LLC holds 406 shares of UJAN stock, worth $17,242. This represents 0.0% of its overall portfolio holdings.
Number of Shares
406
Previous 406
-0.0%
Holding current value
$17,242
Previous $13,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
4 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