Kellett Schaffner Wealth Advisors LLC Innovator U.S. Equity Ultra Bu Transaction History
Kellett Schaffner Wealth Advisors LLC
- $113 Million
- Q4 2024
A detailed history of Kellett Schaffner Wealth Advisors LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Kellett Schaffner Wealth Advisors LLC holds 7,787 shares of UAUG stock, worth $274,725. This represents 0.25% of its overall portfolio holdings.
Number of Shares
7,787
Previous 7,787
-0.0%
Holding current value
$274,725
Previous $272,000
1.47%
% of portfolio
0.25%
Previous 0.26%
Shares
1 transactions
Others Institutions Holding UAUG
# of Institutions
95Shares Held
4.47MCall Options Held
0Put Options Held
0-
Brookstone Capital Management1.43MShares$50.6 Million0.85% of portfolio
-
Onyx Bridge Wealth Group LLC244KShares$8.62 Million1.3% of portfolio
-
Kfg Wealth Management, LLC Granger, IN244KShares$8.61 Million2.25% of portfolio
-
Commonwealth Equity Services, LLC174KShares$6.13 Million0.01% of portfolio
-
Kestra Advisory Services, LLC165KShares$5.83 Million0.03% of portfolio