Milestone Asset Management, LLC Innovator U.S. Equity Ultra Bu Transaction History
Milestone Asset Management, LLC
- $399 Billion
- Q2 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 7,739 shares of UMAR stock, worth $263,203. This represents 0.07% of its overall portfolio holdings.
Number of Shares
7,739
Previous 8,264
6.35%
Holding current value
$263,203
Previous $270 Million
3.46%
% of portfolio
0.07%
Previous 0.08%
Shares
4 transactions
Others Institutions Holding UMAR
# of Institutions
67Shares Held
3.03MCall Options Held
0Put Options Held
0-
Brookstone Capital Management604KShares$20.6 Million0.38% of portfolio
-
Advance Capital Management, Inc. Southfield, MI552KShares$18.8 Million1.08% of portfolio
-
Mgo One Seven LLC Beachwood, OH318KShares$10.8 Million0.52% of portfolio
-
Central Valley Advisors, LLC Sacramento, CA258KShares$8.77 Million3.79% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH96.5KShares$3.28 Million0.06% of portfolio