Worth Pointe, LLC Innovator U.S. Equity Ultra Bu Transaction History

Worth Pointe, LLC

$241 Million
Q4 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 15,862 shares of UOCT stock, worth $571,825. This represents 0.23% of its overall portfolio holdings.

Number of Shares

15,862

Holding current value

$571,825

% of portfolio

0.23%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 11, 2025	BUY	$34.64 - $35.72 $549,459 - $566,590	15,862 New	15,862 $559,000

Others Institutions Holding UOCT

# of Institutions

Shares Held

3.43M

Call Options Held

Put Options Held

Brookstone Capital Management

871K
Shares

$31.4 Million
0.51% of portfolio
Raymond James Financial Inc St. Petersburg, FL

373K
Shares

$13.4 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

330K
Shares

$11.9 Million
0.02% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

174K
Shares

$6.29 Million
0.5% of portfolio
Encompass More Asset Management Danville, CA

165K
Shares

$5.95 Million
1.92% of portfolio

View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UOCT
Sector ETFs
Industry ETFs

More about UOCT

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