Allworth Financial LP Innovator U.S. Equity Ultra Bu Transaction History
Allworth Financial LP
- $17.4 Billion
- Q1 2025
A detailed history of Allworth Financial LP transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Allworth Financial LP holds 15,362 shares of UMAY stock, worth $541,664. This represents 0.0% of its overall portfolio holdings.
Number of Shares
15,362
Previous 15,362
-0.0%
Holding current value
$541,664
Previous $516,000
0.39%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding UMAY
# of Institutions
53Shares Held
904KCall Options Held
0Put Options Held
0-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH131KShares$4.62 Million0.35% of portfolio
-
Kestra Advisory Services, LLC57.1KShares$2.01 Million0.01% of portfolio
-
Central Valley Advisors, LLC Sacramento, CA55.6KShares$1.96 Million0.66% of portfolio
-
Castle Rock Wealth Management, LLC51.9KShares$1.83 Million0.47% of portfolio
-
Kfg Wealth Management, LLC Granger, IN39.1KShares$1.38 Million0.31% of portfolio