Wealth Management Solutions, LLC Innovator U.S. Equity Ultra Bu Transaction History
Wealth Management Solutions, LLC
- $145 Million
- Q3 2023
Shares
3 transactions
Others Institutions Holding UOCT
# of Institutions
72Shares Held
2.33MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC320KShares$12.3 Million0.02% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH216KShares$8.33 Million0.48% of portfolio
-
Mercer Global Advisors Inc Denver, CO116KShares$4.45 Million0.01% of portfolio
-
Cwm, LLC112KShares$4.33 Million0.01% of portfolio
-
Kestra Advisory Services, LLC90.9KShares$3.5 Million0.02% of portfolio