Berger Financial Group, Inc Innovator U.S. Equity Ultra Bu Transaction History
Berger Financial Group, Inc
- $1.22 Billion
- Q4 2024
A detailed history of Berger Financial Group, Inc transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Berger Financial Group, Inc holds 9,216 shares of UFEB stock, worth $293,621. This represents 0.02% of its overall portfolio holdings.
Number of Shares
9,216
Previous 9,216
-0.0%
Holding current value
$293,621
Previous $299,000
2.34%
% of portfolio
0.02%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding UFEB
# of Institutions
66Shares Held
1.45MCall Options Held
0Put Options Held
0-
Kfg Wealth Management, LLC Granger, IN309KShares$9.84 Million2.55% of portfolio
-
Truist Financial Corp119KShares$3.8 Million0.01% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH116KShares$3.7 Million0.31% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ74KShares$2.36 Million0.01% of portfolio
-
Tounjian Advisory Partners, LLC Fort Myers, FL73.3KShares$2.34 Million0.44% of portfolio