Simplicity Wealth,Llc Innovator U.S. Equity Ultra Bu Transaction History
Simplicity Wealth,Llc
- $1.59 Billion
- Q3 2025
A detailed history of Simplicity Wealth,Llc transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Simplicity Wealth,Llc holds 10,329 shares of UAUG stock, worth $407,065. This represents 0.03% of its overall portfolio holdings.
Number of Shares
10,329
Previous 10,329
-0.0%
Holding current value
$407,065
Previous $386,000
5.18%
% of portfolio
0.03%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding UAUG
# of Institutions
100Shares Held
4.35MCall Options Held
0Put Options Held
0-
Brookstone Capital Management1.65MShares$65 Million0.9% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL286KShares$11.3 Million0.0% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ163KShares$6.43 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC163KShares$6.41 Million0.01% of portfolio
-
Archer Investment Corp153KShares$6.04 Million1.36% of portfolio