Wealth Alliance Innovator U.S. Equity Ultra Bu Transaction History
Wealth Alliance
- $799 Million
- Q1 2025
A detailed history of Wealth Alliance transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Wealth Alliance holds 12,235 shares of UMAY stock, worth $427,735. This represents 0.05% of its overall portfolio holdings.
Number of Shares
12,235
Previous 13,703
10.71%
Holding current value
$427,735
Previous $460,000
11.09%
% of portfolio
0.05%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding UMAY
# of Institutions
51Shares Held
879KCall Options Held
0Put Options Held
0-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH131KShares$4.58 Million0.35% of portfolio
-
Kestra Advisory Services, LLC57.1KShares$2 Million0.01% of portfolio
-
Central Valley Advisors, LLC Sacramento, CA55.6KShares$1.95 Million0.66% of portfolio
-
Castle Rock Wealth Management, LLC51.9KShares$1.81 Million0.5% of portfolio
-
Kfg Wealth Management, LLC Granger, IN39.1KShares$1.37 Million0.33% of portfolio