Retirement Guys Formula LLC Innovator U.S. Equity Ultra Bu Transaction History
Retirement Guys Formula LLC
- $188 Million
- Q4 2024
A detailed history of Retirement Guys Formula LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Retirement Guys Formula LLC holds 6,128 shares of UAUG stock, worth $221,465. This represents 0.12% of its overall portfolio holdings.
Number of Shares
6,128
Previous 6,678
8.24%
Holding current value
$221,465
Previous $233,000
6.87%
% of portfolio
0.12%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding UAUG
# of Institutions
90Shares Held
4.66MCall Options Held
0Put Options Held
0-
Brookstone Capital Management1.43MShares$51.9 Million0.85% of portfolio
-
Onyx Bridge Wealth Group LLC244KShares$8.83 Million1.3% of portfolio
-
Kfg Wealth Management, LLC Granger, IN244KShares$8.82 Million2.25% of portfolio
-
Envestnet Asset Management Inc174KShares$6.29 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC174KShares$6.28 Million0.01% of portfolio