Michael S. Ryan, Inc. Innovator U.S. Equity Ultra Bu Transaction History

Michael S. Ryan, Inc.

$143 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 26, 2023	BUY	$28.53 - $29.87 $214,916 - $225,010	7,533 New	7,533 $225 Million

Others Institutions Holding UOCT

# of Institutions

60

Shares Held

2.1M

Call Options Held

0

Put Options Held

0

Brookstone Capital Management

871K
Shares

$30.6 Million
0.51% of portfolio
Commonwealth Equity Services, LLC

324K
Shares

$11.4 Million
0.02% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

160K
Shares

$5.64 Million
0.47% of portfolio
Kestra Advisory Services, LLC

61.3K
Shares

$2.16 Million
0.01% of portfolio
Kfg Wealth Management, LLC Granger, IN

50.4K
Shares

$1.77 Million
0.51% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UOCT
Sector ETFs
Industry ETFs

More about UOCT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Michael S. Ryan, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Michael S. Ryan, Inc. with notifications on news.