Kestra Advisory Services, LLC Innovator U.S. Equity Ultra Bu Transaction History
Kestra Advisory Services, LLC
- $19 Billion
- Q2 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 72,574 shares of UMAY stock, worth $2.56 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
72,574
Previous 57,121
27.05%
Holding current value
$2.56 Million
Previous $1.91 Million
31.9%
% of portfolio
0.01%
Previous 0.01%
Shares
9 transactions
Others Institutions Holding UMAY
# of Institutions
50Shares Held
1.05MCall Options Held
0Put Options Held
0-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH144KShares$5.1 Million0.47% of portfolio
-
Central Valley Advisors, LLC Sacramento, CA55.6KShares$1.97 Million0.66% of portfolio
-
Castle Rock Wealth Management, LLC51.9KShares$1.83 Million0.47% of portfolio
-
Spire Wealth Management50.5KShares$1.79 Million0.07% of portfolio
-
Envestnet Asset Management Inc50.4KShares$1.78 Million0.0% of portfolio