Retirement Guys Formula LLC Innovator U.S. Equity Ultra Bu Transaction History
Retirement Guys Formula LLC
- $210 Million
- Q3 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 7,333 shares of UMAY stock, worth $243,528. This represents 0.11% of its overall portfolio holdings.
Number of Shares
7,333
Previous 11,720
37.43%
Holding current value
$243,528
Previous $374,000
35.56%
% of portfolio
0.11%
Previous 0.18%
Shares
5 transactions
Others Institutions Holding UMAY
# of Institutions
51Shares Held
1.02MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc115KShares$3.82 Million0.0% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH102KShares$3.4 Million0.29% of portfolio
-
Commonwealth Equity Services, LLC89KShares$2.95 Million0.0% of portfolio
-
Castle Rock Wealth Management, LLC58.7KShares$1.95 Million0.48% of portfolio
-
Kestra Advisory Services, LLC58.7KShares$1.95 Million0.01% of portfolio