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 14,130 shares of UMAY stock, worth $464,029. This represents 0.0% of its overall portfolio holdings.
Number of Shares
14,130
Previous 9,194
53.69%
Holding current value
$464,029
Previous $278,000
62.23%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding UMAY
# of Institutions
54Shares Held
1.53MCall Options Held
0Put Options Held
0-
Brookstone Capital Management536KShares$17.6 Million0.32% of portfolio
-
Envestnet Asset Management Inc115KShares$3.78 Million0.0% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH95.4KShares$3.13 Million0.34% of portfolio
-
Commonwealth Equity Services, LLC89KShares$2.92 Million0.0% of portfolio
-
Castle Rock Wealth Management, LLC61.5KShares$2.02 Million0.51% of portfolio