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

Advisory Services Network, LLC

$4.9 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 09, 2024	BUY	$27.06 - $29.41 $55,175 - $59,966	2,039 New	2,039 $59,000
Q4 2022 Feb 13, 2023	BUY	$25.46 - $27.02 $14,206 - $15,077	558 New	558 $14,000

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

$2.99 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

$1.49 Million
0.43% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

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