Smi Advisory Services, LLC Innovator U.S. Equity Ultra Bu Transaction History
Smi Advisory Services, LLC
- $221 Million
- Q3 2025
A detailed history of Smi Advisory Services, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Smi Advisory Services, LLC holds 5,827 shares of UFEB stock, worth $209,655. This represents 0.09% of its overall portfolio holdings.
Number of Shares
5,827
Previous 5,827
-0.0%
Holding current value
$209,655
Previous $199,000
4.52%
% of portfolio
0.09%
Previous 0.1%
Shares
1 transactions
Others Institutions Holding UFEB
# of Institutions
95Shares Held
4.76MCall Options Held
0Put Options Held
0-
Talon Private Wealth, LLC The Villages, FL1.01MShares$36.4 Million4.79% of portfolio
-
High Tower Advisors, LLC Chicago, IL771KShares$27.7 Million0.03% of portfolio
-
Kfg Wealth Management, LLC Granger, IN415KShares$14.9 Million3.14% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH162KShares$5.83 Million0.34% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ150KShares$5.41 Million0.01% of portfolio