Milestone Asset Management, LLC Innovator U.S. Equity Ultra Bu Transaction History
Milestone Asset Management, LLC
- $473 Billion
- Q2 2025
A detailed history of Milestone Asset Management, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Milestone Asset Management, LLC holds 14,030 shares of UMAY stock, worth $495,820. This represents 0.1% of its overall portfolio holdings.
Number of Shares
14,030
Previous 14,030
-0.0%
Holding current value
$495,820
Previous $470 Million
3.83%
% of portfolio
0.1%
Previous 0.1%
Shares
5 transactions
Others Institutions Holding UMAY
# of Institutions
51Shares Held
980KCall Options Held
0Put Options Held
0-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH144KShares$5.1 Million0.47% of portfolio
-
Kestra Advisory Services, LLC57.1KShares$2.02 Million0.01% of portfolio
-
Central Valley Advisors, LLC Sacramento, CA55.6KShares$1.97 Million0.66% of portfolio
-
Castle Rock Wealth Management, LLC51.9KShares$1.83 Million0.47% of portfolio
-
Spire Wealth Management50.5KShares$1.79 Million0.07% of portfolio