Advisory Alpha, LLC Innovator U.S. Equity Ultra Bu Transaction History

Advisory Alpha, LLC

$2.78 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 16, 2021	SELL	$26.5 - $27.36 $15,396 - $15,896	-581 Closed	0 $0
Q3 2020 Nov 16, 2020	BUY	$26.21 - $26.83 $15,228 - $15,588	581 New	581 $16,000

Others Institutions Holding UMAY

# of Institutions

48

Shares Held

923K

Call Options Held

0

Put Options Held

0

C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

102K
Shares

$3.45 Million
0.29% of portfolio
Commonwealth Equity Services, LLC

89K
Shares

$3 Million
0.0% of portfolio
Castle Rock Wealth Management, LLC

58.7K
Shares

$1.98 Million
0.48% of portfolio
Kestra Advisory Services, LLC

57.2K
Shares

$1.93 Million
0.01% of portfolio
Kfg Wealth Management, LLC Granger, IN

44.4K
Shares

$1.5 Million
0.43% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UMAY
Sector ETFs
Industry ETFs

More about UMAY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Advisory Alpha, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Advisory Alpha, LLC with notifications on news.