Websterrogers Financial Advisors, LLC Innovator U.S. Equity Ultra Bu Transaction History
Websterrogers Financial Advisors, LLC
- $327 Million
- Q3 2025
A detailed history of Websterrogers Financial Advisors, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Websterrogers Financial Advisors, LLC holds 7,000 shares of UAPR stock, worth $226,030. This represents 0.07% of its overall portfolio holdings.
Number of Shares
7,000
Previous 7,000
-0.0%
Holding current value
$226,030
Previous $219,000
2.28%
% of portfolio
0.07%
Previous 0.07%
Shares
1 transactions
Others Institutions Holding UAPR
# of Institutions
88Shares Held
4.11MCall Options Held
0Put Options Held
0-
Talon Private Wealth, LLC The Villages, FL1.09MShares$35.2 Million4.7% of portfolio
-
Tradition Wealth Management, LLC280KShares$9.05 Million0.75% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH252KShares$8.12 Million0.47% of portfolio
-
Kfg Wealth Management, LLC Granger, IN178KShares$5.74 Million1.21% of portfolio
-
Commonwealth Equity Services, LLC162KShares$5.22 Million0.01% of portfolio