Wealth Alliance Innovator U.S. Equity Ultra Bu Transaction History
Wealth Alliance
- $747 Million
- Q1 2024
A detailed history of Wealth Alliance transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Wealth Alliance holds 13,703 shares of UMAY stock, worth $439,044. This represents 0.06% of its overall portfolio holdings.
Number of Shares
13,703
Previous 15,703
12.74%
Holding current value
$439,044
Previous $461,000
10.2%
% of portfolio
0.06%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding UMAY
# of Institutions
41Shares Held
759KCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC83.8KShares$2.69 Million0.0% of portfolio
-
Castle Rock Wealth Management, LLC62.2KShares$1.99 Million0.51% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH48.3KShares$1.55 Million0.17% of portfolio
-
Cetera Investment Advisers Schaumburg, IL46.3KShares$1.48 Million0.0% of portfolio
-
Kfg Wealth Management, LLC Granger, IN40.7KShares$1.3 Million0.55% of portfolio