Kestra Advisory Services, LLC Innovator U.S. Equity Ultra Bu Transaction History
Kestra Advisory Services, LLC
- $19.6 Billion
- Q1 2025
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 79,890 shares of UMAR stock, worth $3.04 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
79,890
Previous 16,313
389.73%
Holding current value
$3.04 Million
Previous $582,000
387.97%
% of portfolio
0.01%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding UMAR
# of Institutions
73Shares Held
2.1MCall Options Held
0Put Options Held
0-
Mgo One Seven LLC Beachwood, OH253KShares$9.64 Million0.36% of portfolio
-
Lantz Financial LLC196KShares$7.45 Million1.95% of portfolio
-
Kfg Wealth Management, LLC Granger, IN149KShares$5.68 Million1.29% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH124KShares$4.7 Million0.35% of portfolio
-
Iht Wealth Management, LLC Chicago, IL103KShares$3.91 Million0.12% of portfolio