Heritage Wealth Partners, LLC Innovator U.S. Equity Ultra Bu Transaction History
Heritage Wealth Partners, LLC
- $65.6 Billion
- Q1 2025
A detailed history of Heritage Wealth Partners, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 20,375 shares of UAUG stock, worth $802,571. This represents 1.08% of its overall portfolio holdings.
Number of Shares
20,375
Previous 22,246
8.41%
Holding current value
$802,571
Previous $790 Million
10.7%
% of portfolio
1.08%
Previous 0.99%
Shares
6 transactions
Others Institutions Holding UAUG
# of Institutions
88Shares Held
2.39MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC153KShares$6.02 Million0.01% of portfolio
-
Archer Investment Corp149KShares$5.86 Million1.33% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH138KShares$5.43 Million0.48% of portfolio
-
Kestra Advisory Services, LLC137KShares$5.41 Million0.03% of portfolio
-
Kfg Wealth Management, LLC Granger, IN137KShares$5.41 Million1.14% of portfolio