Avantax Advisory Services, Inc. Innovator U.S. Equity Ultra Bu Transaction History

Avantax Advisory Services, Inc.

$15.6 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 02, 2022	SELL	$25.67 - $28.97 $253,953 - $286,600	-9,893 Closed	0 $0
Q1 2022 Apr 27, 2022	BUY	$27.65 - $28.96 $273,541 - $286,501	9,893 New	9,893 $285,000

Others Institutions Holding UMAY

# of Institutions

52

Shares Held

931K

Call Options Held

0

Put Options Held

0

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

115K
Shares

$3.85 Million
0.32% of portfolio
Commonwealth Equity Services, LLC

85.6K
Shares

$2.85 Million
0.0% of portfolio
Kestra Advisory Services, LLC

58.1K
Shares

$1.93 Million
0.01% of portfolio
Castle Rock Wealth Management, LLC

51.9K
Shares

$1.73 Million
0.46% of portfolio
Kfg Wealth Management, LLC Granger, IN

43.3K
Shares

$1.44 Million
0.38% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UMAY
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