Core Wealth Advisors, Inc. Innovator U.S. Equity Ultra Bu Transaction History

Core Wealth Advisors, Inc.

$301 Million
Q4 2024

A detailed history of Core Wealth Advisors, Inc. transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Core Wealth Advisors, Inc. holds 10,660 shares of USEP stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

10,660

Previous 10,660 -0.0%

Holding current value

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 13, 2024	BUY	N/A	10,660 New	10,660 $0

Others Institutions Holding USEP

# of Institutions

Shares Held

3.76M

Call Options Held

Put Options Held

Brookstone Capital Management

868K
Shares

$0
0.0% of portfolio
Kellett Schaffner Wealth Advisors LLC Cincinnati, OH

863K
Shares

$0
0.0% of portfolio
Sovran Advisors, LLC San Diego, CA

522K
Shares

$0
2.61% of portfolio
Envestnet Asset Management Inc

133K
Shares

$0
0.0% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

110K
Shares

$0
0.31% of portfolio

View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker USEP

More about USEP

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Core Wealth Advisors, Inc. Innovator U.S. Equity Ultra Bu Transaction History