Worth Financial Advisory Group, LLC Innovator U.S. Equity Ultra Bu Transaction History
Worth Financial Advisory Group, LLC
- $162 Billion
- Q4 2024
A detailed history of Worth Financial Advisory Group, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 8,685 shares of UAUG stock, worth $301,630. This represents 0.19% of its overall portfolio holdings.
Number of Shares
8,685
Previous 11,235
22.7%
Holding current value
$301,630
Previous $394 Million
21.64%
% of portfolio
0.19%
Previous 0.23%
Shares
4 transactions
Others Institutions Holding UAUG
# of Institutions
95Shares Held
4.47MCall Options Held
0Put Options Held
0-
Brookstone Capital Management1.43MShares$49.8 Million0.85% of portfolio
-
Onyx Bridge Wealth Group LLC244KShares$8.49 Million1.3% of portfolio
-
Kfg Wealth Management, LLC Granger, IN244KShares$8.48 Million2.25% of portfolio
-
Commonwealth Equity Services, LLC174KShares$6.04 Million0.01% of portfolio
-
Kestra Advisory Services, LLC165KShares$5.74 Million0.03% of portfolio