Kestra Advisory Services, LLC Innovator U.S. Equity Ultra Bu Transaction History
Kestra Advisory Services, LLC
- $14.4 Billion
- Q1 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 37,271 shares of UMAY stock, worth $1.2 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
37,271
Previous 41,071
9.25%
Holding current value
$1.2 Million
Previous $1.21 Million
6.63%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding UMAY
# of Institutions
41Shares Held
759KCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC83.8KShares$2.7 Million0.0% of portfolio
-
Castle Rock Wealth Management, LLC62.2KShares$2 Million0.51% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH48.3KShares$1.55 Million0.17% of portfolio
-
Cetera Investment Advisers Schaumburg, IL46.3KShares$1.49 Million0.0% of portfolio
-
Kfg Wealth Management, LLC Granger, IN40.7KShares$1.31 Million0.55% of portfolio