Trustcore Financial Services, LLC Innovator U.S. Equity Ultra Bu Transaction History
Trustcore Financial Services, LLC
- $1.13 Billion
- Q4 2022
Shares
3 transactions
Others Institutions Holding UJAN
# of Institutions
82Shares Held
2.61MCall Options Held
0Put Options Held
0-
Fermata Advisors, LLC Sonoma, CA560KShares$21.8 Million4.4% of portfolio
-
Commonwealth Equity Services, LLC200KShares$7.79 Million0.01% of portfolio
-
Strategic Blueprint, LLC Atlanta, GA160KShares$6.23 Million0.41% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH157KShares$6.1 Million0.51% of portfolio
-
Mgo One Seven LLC Beachwood, OH115KShares$4.47 Million0.19% of portfolio