O'Shaughnessy Asset Management, LLC Innovator U.S. Equity Ultra Bu Transaction History
O'Shaughnessy Asset Management, LLC
- $16.5 Billion
- Q3 2025
Shares
2 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
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C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH216KShares$8.33 Million0.48% of portfolio
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Mercer Global Advisors Inc Denver, CO116KShares$4.45 Million0.01% of portfolio
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Cwm, LLC112KShares$4.33 Million0.01% of portfolio
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Kestra Advisory Services, LLC90.9KShares$3.5 Million0.02% of portfolio