Steward Partners Investment Advisory, LLC Innovator U.S. Equity Ultra Bu Transaction History

Steward Partners Investment Advisory, LLC

  • $10.9 Billion
  • Q1 2025

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 9,194 shares of UMAY stock, worth $323,904. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,194
Previous 14,130 34.93%
Holding current value
$323,904
Previous $475,000 35.37%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
$32.91 - $34.28 $162,443 - $169,206
-4,936 Reduced 34.93%
9,194 $307,000
Q2 2024

Aug 08, 2024
BUY
$30.26 - $31.94 $149,363 - $157,655
4,936 Added 53.69%
14,130 $451,000
Q2 2023

Aug 14, 2023
BUY
$26.32 - $27.95 $241,986 - $256,972
9,194 New
9,194 $256,000

Others Institutions Holding UMAY

# of Institutions
51
Shares Held
880K
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

UMAY Quotes by TradingView
  • Ticker UMAY
  • Sector ETFs
  • Industry ETFs
More about UMAY
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