Sage View Advisory Group, LLC Innovator U.S. Equity Ultra Bu Transaction History
Sage View Advisory Group, LLC
- $1.97 Trillion
- Q3 2024
Shares
4 transactions
Others Institutions Holding UJUL
# of Institutions
64Shares Held
2.38MCall Options Held
0Put Options Held
0-
Advisor Group Holdings, Inc. Phoenix, AZ283KShares$9.96 Million0.02% of portfolio
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Kfg Wealth Management, LLC Granger, IN260KShares$9.17 Million2.33% of portfolio
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Kestra Advisory Services, LLC252KShares$8.88 Million0.05% of portfolio
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Raymond James & Associates St Petersburg, FL218KShares$7.69 Million0.0% of portfolio
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C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH216KShares$7.63 Million0.62% of portfolio