Worth Financial Advisory Group, LLC Innovator U.S. Equity Ultra Bu Transaction History
Worth Financial Advisory Group, LLC
- $157 Billion
- Q1 2025
Shares
2 transactions
Others Institutions Holding UJAN
# of Institutions
91Shares Held
2.7MCall Options Held
0Put Options Held
0-
Fermata Advisors, LLC Sonoma, CA499KShares$18.7 Million3.84% of portfolio
-
Commonwealth Equity Services, LLC185KShares$6.93 Million0.01% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH169KShares$6.34 Million0.53% of portfolio
-
Strategic Blueprint, LLC Atlanta, GA136KShares$5.1 Million0.34% of portfolio
-
Mgo One Seven LLC Beachwood, OH113KShares$4.26 Million0.17% of portfolio