Wealth Alliance Innovator U.S. Equity Ultra Bu Transaction History
Wealth Alliance
- $811 Million
- Q4 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 $456,446. This represents 0.06% of its overall portfolio holdings.
Number of Shares
13,703
Previous 13,703
-0.0%
Holding current value
$456,446
Previous $452,000
1.77%
% of portfolio
0.06%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding UMAY
# of Institutions
52Shares Held
926KCall Options Held
0Put Options Held
0-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH115KShares$3.85 Million0.32% of portfolio
-
Commonwealth Equity Services, LLC85.6KShares$2.85 Million0.0% of portfolio
-
Kestra Advisory Services, LLC58.1KShares$1.93 Million0.01% of portfolio
-
Castle Rock Wealth Management, LLC51.9KShares$1.73 Million0.5% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ40.7KShares$1.36 Million0.0% of portfolio