Tfc Financial Management Innovator U.S. Equity Ultra Bu Transaction History

Tfc Financial Management

$631 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 10, 2021	SELL	$25.74 - $26.95 $205 - $215	-8 Closed	0 $0
Q3 2020 Nov 12, 2020	BUY	$24.97 - $25.97 $199 - $207	8 New	8 $0

Others Institutions Holding UOCT

# of Institutions

77

Shares Held

3.34M

Call Options Held

0

Put Options Held

0

Brookstone Capital Management

871K
Shares

$29.3 Million
0.51% of portfolio
Raymond James Financial Inc St. Petersburg, FL

373K
Shares

$12.5 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

330K
Shares

$11.1 Million
0.02% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

174K
Shares

$5.86 Million
0.5% of portfolio
Encompass More Asset Management Danville, CA

165K
Shares

$5.54 Million
1.92% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UOCT
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