Steward Partners Investment Advisory, LLC Innovator U.S. Equity Ultra Bu Transaction History
Steward Partners Investment Advisory, LLC
- $9.37 Billion
- Q2 2024
A detailed history of Steward Partners Investment Advisory, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 1,482 shares of UMAR stock, worth $51,751. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,482
Previous 2,760
46.3%
Holding current value
$51,751
Previous $90,000
45.56%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding UMAR
# of Institutions
63Shares Held
2.18MCall Options Held
0Put Options Held
0-
Advance Capital Management, Inc. Southfield, MI487KShares$17 Million1.01% of portfolio
-
Mgo One Seven LLC Beachwood, OH279KShares$9.74 Million0.43% of portfolio
-
Brookstone Capital Management130KShares$4.54 Million0.08% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH96.7KShares$3.38 Million0.29% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH96.5KShares$3.37 Million0.06% of portfolio