Avantax Advisory Services, Inc. Innovator U.S. Equity Ultra Bu Transaction History
Avantax Advisory Services, Inc.
- $15.6 Billion
- Q4 2024
Shares
2 transactions
Others Institutions Holding UMAY
# of Institutions
50Shares Held
910KCall Options Held
0Put Options Held
0-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH115KShares$3.82 Million0.32% of portfolio
-
Commonwealth Equity Services, LLC85.6KShares$2.83 Million0.0% of portfolio
-
Kestra Advisory Services, LLC58.1KShares$1.92 Million0.01% of portfolio
-
Castle Rock Wealth Management, LLC51.9KShares$1.72 Million0.5% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ40.7KShares$1.35 Million0.0% of portfolio