Allegiance Financial Group Advisory Services LLC Innovator U.S. Equity Ultra Bu Transaction History
Allegiance Financial Group Advisory Services LLC
- $261 Billion
- Q2 2024
A detailed history of Allegiance Financial Group Advisory Services LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Allegiance Financial Group Advisory Services LLC holds 7,355 shares of UMAY stock, worth $237,419. This represents 0.09% of its overall portfolio holdings.
Number of Shares
7,355
Previous 7,355
-0.0%
Holding current value
$237,419
Previous $223 Million
5.46%
% of portfolio
0.09%
Previous 0.09%
Shares
1 transactions
Others Institutions Holding UMAY
# of Institutions
54Shares Held
1.53MCall Options Held
0Put Options Held
0-
Brookstone Capital Management536KShares$17.3 Million0.32% of portfolio
-
Envestnet Asset Management Inc115KShares$3.72 Million0.0% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH95.4KShares$3.08 Million0.34% of portfolio
-
Commonwealth Equity Services, LLC89KShares$2.87 Million0.0% of portfolio
-
Castle Rock Wealth Management, LLC61.5KShares$1.99 Million0.51% of portfolio