Lpl Financial LLC Innovator U.S. Equity Ultra Bu Transaction History
Lpl Financial LLC
- $283 Billion
- Q2 2025
A detailed history of Lpl Financial LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Lpl Financial LLC holds 27,484 shares of UMAY stock, worth $971,284. This represents 0.0% of its overall portfolio holdings.
Number of Shares
27,484
Previous 26,247
4.71%
Holding current value
$971,284
Previous $878,000
8.77%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding UMAY
# of Institutions
51Shares Held
980KCall 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
-
Kestra Advisory Services, LLC57.1KShares$2.02 Million0.01% 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