Iht Wealth Management, LLC Innovator U.S. Equity Ultra Bu Transaction History
Iht Wealth Management, LLC
- $3.68 Billion
- Q3 2025
A detailed history of Iht Wealth Management, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Iht Wealth Management, LLC holds 72,687 shares of UOCT stock, worth $2.8 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
72,687
Previous 92,511
21.43%
Holding current value
$2.8 Million
Previous $3.4 Million
17.9%
% of portfolio
0.08%
Previous 0.1%
Shares
4 transactions
Others Institutions Holding UOCT
# of Institutions
72Shares Held
2.33MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC320KShares$12.3 Million0.02% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH216KShares$8.33 Million0.48% of portfolio
-
Mercer Global Advisors Inc Denver, CO116KShares$4.45 Million0.01% of portfolio
-
Cwm, LLC112KShares$4.33 Million0.01% of portfolio
-
Kestra Advisory Services, LLC90.9KShares$3.5 Million0.02% of portfolio