Snowden Capital Advisors LLC Innovator U.S. Equity Ultra Bu Transaction History

Snowden Capital Advisors LLC

$3.12 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 16, 2022	SELL	$27.17 - $28.22 $24,453 - $25,398	-900 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$27.5 - $28.0 $24,750 - $25,200	900 New	900 $25,000

Others Institutions Holding UFEB

# of Institutions

64

Shares Held

1.47M

Call Options Held

0

Put Options Held

0

Kfg Wealth Management, LLC Granger, IN

309K
Shares

$9.77 Million
2.55% of portfolio
Truist Financial Corp

119K
Shares

$3.77 Million
0.01% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

116K
Shares

$3.67 Million
0.31% of portfolio
Spire Wealth Management

85.7K
Shares

$2.71 Million
0.09% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

74K
Shares

$2.34 Million
0.01% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UFEB
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