Vise Technologies, Inc. Innovator U.S. Equity Ultra Bu Transaction History

Vise Technologies, Inc.

$1.17 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 09, 2023	BUY	$29.2 - $29.73 $322,426 - $328,278	11,042 New	11,042 $328,000

Others Institutions Holding UJAN

# of Institutions

86

Shares Held

2.59M

Call Options Held

0

Put Options Held

0

Fermata Advisors, LLC Sonoma, CA

540K
Shares

$21.2 Million
4.13% of portfolio
Commonwealth Equity Services, LLC

185K
Shares

$7.27 Million
0.01% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

169K
Shares

$6.65 Million
0.53% of portfolio
Strategic Blueprint, LLC Atlanta, GA

136K
Shares

$5.35 Million
0.34% of portfolio
Mgo One Seven LLC Beachwood, OH

113K
Shares

$4.46 Million
0.17% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

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