Worth Pointe, LLC Innovator U.S. Equity Ultra Bu Transaction History
Worth Pointe, LLC
- $235 Million
- Q3 2024
A detailed history of Worth Pointe, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Worth Pointe, LLC holds 6,404 shares of UMAY stock, worth $216,006. This represents 0.09% of its overall portfolio holdings.
Number of Shares
6,404
Previous 6,378
0.41%
Holding current value
$216,006
Previous $203,000
3.94%
% of portfolio
0.09%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding UMAY
# of Institutions
48Shares Held
923KCall Options Held
0Put Options Held
0-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH102KShares$3.45 Million0.29% of portfolio
-
Commonwealth Equity Services, LLC89KShares$3 Million0.0% of portfolio
-
Castle Rock Wealth Management, LLC58.7KShares$1.98 Million0.48% of portfolio
-
Kestra Advisory Services, LLC57.2KShares$1.93 Million0.01% of portfolio
-
Kfg Wealth Management, LLC Granger, IN44.4KShares$1.5 Million0.43% of portfolio