Rfg Advisory, LLC Innovator U.S. Equity Ultra Bu Transaction History

Rfg Advisory, LLC

$2.98 Billion
Q2 2024

A detailed history of Rfg Advisory, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Rfg Advisory, LLC holds 6,676 shares of UMAY stock, worth $215,501. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,676

Holding current value

$215,501

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 15, 2024	BUY	$30.26 - $31.94 $202,015 - $213,231	6,676 New	6,676 $213,000

Others Institutions Holding UMAY

# of Institutions

Shares Held

1.53M

Call Options Held

Put Options Held

Brookstone Capital Management

536K
Shares

$17.3 Million
0.32% of portfolio
Envestnet Asset Management Inc

115K
Shares

$3.72 Million
0.0% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

95.4K
Shares

$3.08 Million
0.34% of portfolio
Commonwealth Equity Services, LLC

89K
Shares

$2.87 Million
0.0% of portfolio
Castle Rock Wealth Management, LLC

61.5K
Shares

$1.99 Million
0.51% of portfolio

View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UMAY
Sector ETFs
Industry ETFs

More about UMAY

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