Soltis Investment Advisors LLC Innovator U.S. Equity Ultra Bu Transaction History
Soltis Investment Advisors LLC
- $1.01 Billion
- Q3 2024
Shares
7 transactions
Others Institutions Holding UMAY
# of Institutions
48Shares Held
923KCall Options Held
0Put Options Held
0-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH102KShares$3.42 Million0.29% of portfolio
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Commonwealth Equity Services, LLC89KShares$2.97 Million0.0% of portfolio
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Castle Rock Wealth Management, LLC58.7KShares$1.96 Million0.48% of portfolio
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Kestra Advisory Services, LLC57.2KShares$1.91 Million0.01% of portfolio
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Kfg Wealth Management, LLC Granger, IN44.4KShares$1.48 Million0.43% of portfolio