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Ultralife shares owned by Juncture Wealth Strategies

Quarter-by-quarter ownership of Ultralife (ULBI) shares owned by Juncture Wealth Strategies from 13F filings

Historical chart of Juncture Wealth Strategies investment in Ultralife

Tip: Access up to 7 years of quarterly data

All positions including Ultralife held by Juncture Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ultralife by Juncture Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $165k 18k 9.04

More positions owned by Juncture Wealth Strategies

Vanguard Index Fds Large Cap Etf (VV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Global X Fds S&p 500 Covered (XYLD)
Global X Fds Global X Uranium (URA)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)

View all positions for Juncture Wealth Strategies

Top funds holding Ultralife

Visionary Wealth Advisors
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Janney Montgomery Scott
Geode Capital Management
Renaissance Technologies
Acadian Asset Management
Connor, Clark & Lunn Investment Management
State Street Corporation
Teton Advisors
Bridgeway Capital Management
Citadel Advisors
Northern Trust

View all funds holding Ultralife