Grand Wealth Management, LLC Innovator U.S. Equity Ultra Bu Transaction History

Grand Wealth Management, LLC

$171 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 14, 2023	BUY	$26.48 - $27.83 $52,960 - $55,660	2,000 New	2,000 $55,000

Others Institutions Holding UFEB

# of Institutions

66

Shares Held

1.45M

Call Options Held

0

Put Options Held

0

Kfg Wealth Management, LLC Granger, IN

309K
Shares

$9.84 Million
2.55% of portfolio
Truist Financial Corp

119K
Shares

$3.8 Million
0.01% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

116K
Shares

$3.7 Million
0.31% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

74K
Shares

$2.36 Million
0.01% of portfolio
Tounjian Advisory Partners, LLC Fort Myers, FL

73.3K
Shares

$2.34 Million
0.44% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UFEB
Sector ETFs
Industry ETFs

More about UFEB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Grand Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Grand Wealth Management, LLC with notifications on news.