Sigma Planning Corp Innovator U.S. Equity Ultra Bu Transaction History

Sigma Planning Corp

$3.11 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 06, 2023	BUY	$27.54 - $28.26 $4,048 - $4,154	147 Added 1.0%	14,785 $409,000
Q2 2023 Aug 01, 2023	BUY	$26.32 - $27.95 $385,272 - $409,132	14,638 New	14,638 $409,000

Others Institutions Holding UMAY

# of Institutions

45

Shares Held

1.3M

Call Options Held

0

Put Options Held

0

Brookstone Capital Management

536K
Shares

$17.2 Million
0.32% of portfolio
Commonwealth Equity Services, LLC

83.8K
Shares

$2.69 Million
0.0% of portfolio
Castle Rock Wealth Management, LLC

61.5K
Shares

$1.97 Million
0.51% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

48.3K
Shares

$1.55 Million
0.17% of portfolio
Kfg Wealth Management, LLC Granger, IN

46.4K
Shares

$1.49 Million
0.65% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

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