Retirement Guys Formula LLC Innovator U.S. Equity Ultra Bu Transaction History
Retirement Guys Formula LLC
- $200 Million
- Q1 2024
A detailed history of Retirement Guys Formula LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Retirement Guys Formula LLC holds 11,720 shares of UMAY stock, worth $377,266. This represents 0.18% of its overall portfolio holdings.
Number of Shares
11,720
Previous 11,729
0.08%
Holding current value
$377,266
Previous $344,000
2.91%
% of portfolio
0.18%
Previous 0.19%
Shares
4 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