Kestra Advisory Services, LLC Innovator U.S. Equity Ultra Bu Transaction History
Kestra Advisory Services, LLC
- $17.3 Billion
- Q3 2024
A detailed history of Kestra Advisory Services, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 14,851 shares of UMAR stock, worth $529,586. This represents 0.0% of its overall portfolio holdings.
Number of Shares
14,851
Previous 16,369
9.27%
Holding current value
$529,586
Previous $551,000
5.99%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding UMAR
# of Institutions
59Shares Held
2.04MCall Options Held
0Put Options Held
0-
Advance Capital Management, Inc. Southfield, MI487KShares$17.4 Million1.01% of portfolio
-
Mgo One Seven LLC Beachwood, OH279KShares$9.95 Million0.43% of portfolio
-
Brookstone Capital Management130KShares$4.63 Million0.08% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH97.7KShares$3.49 Million0.05% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH96.7KShares$3.45 Million0.29% of portfolio