Elmwood Wealth Management, Inc. Innovator U.S. Equity Ultra Bu Transaction History
Elmwood Wealth Management, Inc.
- $228 Million
- Q4 2024
Shares
3 transactions
Others Institutions Holding UJUN
# of Institutions
47Shares Held
1.37MCall Options Held
0Put Options Held
0-
Berger Financial Group, Inc Plymouth, MN276KShares$9.48 Million0.78% of portfolio
-
Kfg Wealth Management, LLC Granger, IN173KShares$5.96 Million1.52% of portfolio
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Trek Financial, LLC Scottsdale, AZ163KShares$5.62 Million0.44% of portfolio
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Commonwealth Equity Services, LLC86KShares$2.96 Million0.0% of portfolio
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Kestra Advisory Services, LLC45.3KShares$1.56 Million0.01% of portfolio