Stone House Investment Management, LLC Innovator U.S. Equity Ultra Bu Transaction History

Stone House Investment Management, LLC

$380 Million
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 27, 2022	BUY	$29.97 - $31.65 $350,798 - $370,463	11,705 New	11,705 $362,000

Others Institutions Holding UJAN

# of Institutions

86

Shares Held

2.74M

Call Options Held

0

Put Options Held

0

Fermata Advisors, LLC Sonoma, CA

560K
Shares

$21.4 Million
4.4% of portfolio
Commonwealth Equity Services, LLC

200K
Shares

$7.65 Million
0.01% of portfolio
Strategic Blueprint, LLC Atlanta, GA

160K
Shares

$6.12 Million
0.41% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

157K
Shares

$6 Million
0.51% of portfolio
Mgo One Seven LLC Beachwood, OH

115K
Shares

$4.39 Million
0.19% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UJAN
Sector ETFs
Industry ETFs

More about UJAN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Stone House Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stone House Investment Management, LLC with notifications on news.