Cary Street Partners Investment Advisory LLC Innovator U.S. Equity Ultra Bu Transaction History

Cary Street Partners Investment Advisory LLC

$2.63 Billion
Q3 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 12, 2023	BUY	$25.92 - $27.33 $38,880 - $40,995	1,500 New	1,500 $40,000

Others Institutions Holding UMAY

# of Institutions

Shares Held

923K

Call Options Held

Put Options Held

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

$3 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

$1.5 Million
0.43% of portfolio

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About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UMAY
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