Milestone Asset Management, LLC Innovator U.S. Equity Ultra Bu Transaction History
Milestone Asset Management, LLC
- $454 Billion
- Q4 2024
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 14,320 shares of UMAY stock, worth $488,168. This represents 0.11% of its overall portfolio holdings.
Number of Shares
14,320
Previous 14,320
-0.0%
Holding current value
$488,168
Previous $473 Million
1.88%
% of portfolio
0.11%
Previous 0.11%
Shares
4 transactions
Others Institutions Holding UMAY
# of Institutions
47Shares Held
911KCall Options Held
0Put Options Held
0-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH102KShares$3.49 Million0.29% of portfolio
-
Commonwealth Equity Services, LLC89KShares$3.03 Million0.0% of portfolio
-
Castle Rock Wealth Management, LLC58.7KShares$2 Million0.48% of portfolio
-
Kestra Advisory Services, LLC57.2KShares$1.95 Million0.01% of portfolio
-
Kfg Wealth Management, LLC Granger, IN43.3KShares$1.48 Million0.38% of portfolio