Envestnet Asset Management Inc Innovator U.S. Equity Ultra Bu Transaction History
Envestnet Asset Management Inc
- $302 Billion
- Q3 2024
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 36,523 shares of UMAY stock, worth $1.23 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
36,523
Previous 115,133
68.28%
Holding current value
$1.23 Million
Previous $3.68 Million
67.21%
% of portfolio
0.0%
Previous 0.0%
Shares
10 transactions
Others Institutions Holding UMAY
# of Institutions
48Shares Held
923KCall Options Held
0Put Options Held
0-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH102KShares$3.45 Million0.29% of portfolio
-
Commonwealth Equity Services, LLC89KShares$3 Million0.0% of portfolio
-
Castle Rock Wealth Management, LLC58.7KShares$1.98 Million0.48% of portfolio
-
Kestra Advisory Services, LLC57.2KShares$1.93 Million0.01% of portfolio
-
Kfg Wealth Management, LLC Granger, IN44.4KShares$1.5 Million0.43% of portfolio