Ae Wealth Management LLC Innovator U.S. Equity Ultra Bu Transaction History
Ae Wealth Management LLC
- $9.76 Billion
- Q3 2024
A detailed history of Ae Wealth Management LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Ae Wealth Management LLC holds 16,275 shares of UMAY stock, worth $550,257. This represents 0.01% of its overall portfolio holdings.
Number of Shares
16,275
Previous 15,730
3.46%
Holding current value
$550,257
Previous $502,000
6.97%
% of portfolio
0.01%
Previous 0.01%
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$3.46 Million0.29% of portfolio
-
Commonwealth Equity Services, LLC89KShares$3.01 Million0.0% of portfolio
-
Castle Rock Wealth Management, LLC58.7KShares$1.99 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