Milestone Asset Management, LLC Innovator U.S. Equity Ultra Bu Transaction History
Milestone Asset Management, LLC
- $399 Billion
- Q2 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 $459,099. This represents 0.11% of its overall portfolio holdings.
Number of Shares
14,320
Previous 14,851
3.58%
Holding current value
$459,099
Previous $449 Million
1.69%
% of portfolio
0.11%
Previous 0.13%
Shares
4 transactions
Others Institutions Holding UMAY
# of Institutions
45Shares Held
1.3MCall Options Held
0Put Options Held
0-
Brookstone Capital Management536KShares$17.2 Million0.32% of portfolio
-
Commonwealth Equity Services, LLC83.8KShares$2.69 Million0.0% of portfolio
-
Castle Rock Wealth Management, LLC61.5KShares$1.97 Million0.51% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH48.3KShares$1.55 Million0.17% of portfolio
-
Kfg Wealth Management, LLC Granger, IN46.4KShares$1.49 Million0.65% of portfolio