Envestnet Asset Management Inc Innovator U.S. Equity Ultra Bu Transaction History
Envestnet Asset Management Inc
- $299 Billion
- Q1 2025
A detailed history of Envestnet Asset Management Inc transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Envestnet Asset Management Inc holds 35,993 shares of UMAY stock, worth $1.24 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
35,993
Previous 36,271
0.77%
Holding current value
$1.24 Million
Previous $1.22 Million
1.15%
% of portfolio
0.0%
Previous 0.0%
Shares
12 transactions
Others Institutions Holding UMAY
# of Institutions
50Shares Held
832KCall Options Held
0Put Options Held
0-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH131KShares$4.51 Million0.35% of portfolio
-
Kestra Advisory Services, LLC57.1KShares$1.96 Million0.01% of portfolio
-
Castle Rock Wealth Management, LLC51.9KShares$1.79 Million0.5% of portfolio
-
Kfg Wealth Management, LLC Granger, IN39.1KShares$1.35 Million0.33% of portfolio
-
Commonwealth Equity Services, LLC35.5KShares$1.22 Million0.0% of portfolio