Kestra Advisory Services, LLC Innovator U.S. Equity Ultra Bu Transaction History
Kestra Advisory Services, LLC
- $17.6 Billion
- Q2 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 58,696 shares of UMAY stock, worth $1.93 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
58,696
Previous 37,271
57.48%
Holding current value
$1.93 Million
Previous $1.13 Million
66.19%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding UMAY
# of Institutions
54Shares Held
1.53MCall Options Held
0Put Options Held
0-
Brookstone Capital Management536KShares$17.6 Million0.32% of portfolio
-
Envestnet Asset Management Inc115KShares$3.78 Million0.0% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH95.4KShares$3.13 Million0.34% of portfolio
-
Commonwealth Equity Services, LLC89KShares$2.92 Million0.0% of portfolio
-
Castle Rock Wealth Management, LLC61.5KShares$2.02 Million0.51% of portfolio