New Edge Advisors, LLC Innovator U.S. Equity Ultra Bu Transaction History
New Edge Advisors, LLC
- $11.2 Billion
- Q1 2024
A detailed history of New Edge Advisors, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, New Edge Advisors, LLC holds 7,965 shares of UMAY stock, worth $255,357. This represents 0.0% of its overall portfolio holdings.
Number of Shares
7,965
Previous 7,965
-0.0%
Holding current value
$255,357
Previous $234,000
2.99%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding UMAY
# of Institutions
45Shares Held
1.3MCall Options Held
0Put Options Held
0-
Brookstone Capital Management536KShares$17.2 Million0.32% of portfolio
-
Commonwealth Equity Services, LLC83.8KShares$2.69 Million0.0% of portfolio
-
Castle Rock Wealth Management, LLC61.5KShares$1.97 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
-
Kfg Wealth Management, LLC Granger, IN46.4KShares$1.49 Million0.65% of portfolio