Milestone Asset Management, LLC Innovator U.S. Equity Ultra Bu Transaction History
Milestone Asset Management, LLC
- $350 Billion
- Q1 2024
A detailed history of Milestone Asset Management, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Milestone Asset Management, LLC holds 14,851 shares of UMAY stock, worth $478,053. This represents 0.13% of its overall portfolio holdings.
Number of Shares
14,851
Previous 15,190
2.23%
Holding current value
$478,053
Previous $447 Million
0.61%
% of portfolio
0.13%
Previous 0.15%
Shares
3 transactions
Others Institutions Holding UMAY
# of Institutions
41Shares Held
759KCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC83.8KShares$2.7 Million0.0% of portfolio
-
Castle Rock Wealth Management, LLC62.2KShares$2 Million0.51% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH48.3KShares$1.55 Million0.17% of portfolio
-
Cetera Investment Advisers Schaumburg, IL46.3KShares$1.49 Million0.0% of portfolio
-
Kfg Wealth Management, LLC Granger, IN40.7KShares$1.31 Million0.55% of portfolio