Allworth Financial LP Innovator U.S. Equity Ultra Bu Transaction History

Allworth Financial LP

$15.5 Billion
Q2 2024

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 $495,885. This represents 0.0% of its overall portfolio holdings.

Number of Shares

15,362

Holding current value

$495,885

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 23, 2024	BUY	$30.26 - $31.94 $464,854 - $490,662	15,362 New	15,362 $490,000

Others Institutions Holding UMAY

# of Institutions

Shares Held

1.53M

Call Options Held

Put Options Held

Brookstone Capital Management

536K
Shares

$17.3 Million
0.32% of portfolio
Envestnet Asset Management Inc

115K
Shares

$3.72 Million
0.0% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

95.4K
Shares

$3.08 Million
0.34% of portfolio
Commonwealth Equity Services, LLC

89K
Shares

$2.87 Million
0.0% of portfolio
Castle Rock Wealth Management, LLC

61.5K
Shares

$1.99 Million
0.51% of portfolio

View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UMAY
Sector ETFs
Industry ETFs

More about UMAY

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Allworth Financial LP Innovator U.S. Equity Ultra Bu Transaction History