Kingsview Wealth Management, LLC Innovator U.S. Equity Ultra Bu Transaction History

Kingsview Wealth Management, LLC

$4.45 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 10, 2023	BUY	$26.32 - $27.95 $199,663 - $212,028	7,586 New	7,586 $212,000

Others Institutions Holding UMAY

# of Institutions

48

Shares Held

923K

Call Options Held

0

Put Options Held

0

C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

102K
Shares

$3.44 Million
0.29% of portfolio
Commonwealth Equity Services, LLC

89K
Shares

$2.99 Million
0.0% of portfolio
Castle Rock Wealth Management, LLC

58.7K
Shares

$1.97 Million
0.48% of portfolio
Kestra Advisory Services, LLC

57.2K
Shares

$1.92 Million
0.01% of portfolio
Kfg Wealth Management, LLC Granger, IN

44.4K
Shares

$1.49 Million
0.43% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UMAY
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