Beacon Pointe Advisors, LLC Innovator U.S. Equity Ultra Bu Transaction History
Beacon Pointe Advisors, LLC
- $11.3 Billion
- Q3 2025
A detailed history of Beacon Pointe Advisors, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 12,450 shares of UFEB stock, worth $447,950. This represents 0.0% of its overall portfolio holdings.
Number of Shares
12,450
Previous 18,450
32.52%
Holding current value
$447,950
Previous $633,000
29.7%
% of portfolio
0.0%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding UFEB
# of Institutions
95Shares Held
4.76MCall Options Held
0Put Options Held
0-
Talon Private Wealth, LLC The Villages, FL1.01MShares$36.4 Million4.79% of portfolio
-
High Tower Advisors, LLC Chicago, IL771KShares$27.7 Million0.03% of portfolio
-
Kfg Wealth Management, LLC Granger, IN415KShares$14.9 Million3.14% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH162KShares$5.83 Million0.34% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ150KShares$5.41 Million0.01% of portfolio