Worth Pointe, LLC Innovator U.S. Equity Ultra Bu Transaction History
Worth Pointe, LLC
- $217 Million
- Q2 2024
A detailed history of Worth Pointe, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Worth Pointe, LLC holds 8,921 shares of UJAN stock, worth $340,871. This represents 0.15% of its overall portfolio holdings.
Number of Shares
8,921
Previous 8,269
7.88%
Holding current value
$340,871
Previous $298,000
11.07%
% of portfolio
0.15%
Previous 0.15%
Shares
3 transactions
Others Institutions Holding UJAN
# of Institutions
86Shares Held
2.74MCall Options Held
0Put Options Held
0-
Fermata Advisors, LLC Sonoma, CA560KShares$21.4 Million4.4% of portfolio
-
Commonwealth Equity Services, LLC200KShares$7.65 Million0.01% of portfolio
-
Strategic Blueprint, LLC Atlanta, GA160KShares$6.12 Million0.41% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH157KShares$6 Million0.51% of portfolio
-
Mgo One Seven LLC Beachwood, OH115KShares$4.39 Million0.19% of portfolio