Ae Wealth Management LLC Innovator U.S. Equity Ultra Bu Transaction History
Ae Wealth Management LLC
- $10.4 Billion
- Q4 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 16,169 shares of UMAY stock, worth $543,925. This represents 0.01% of its overall portfolio holdings.
Number of Shares
16,169
Previous 16,275
0.65%
Holding current value
$543,925
Previous $537,000
1.12%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding UMAY
# of Institutions
53Shares Held
938KCall Options Held
0Put Options Held
0-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH115KShares$3.88 Million0.32% of portfolio
-
Commonwealth Equity Services, LLC85.6KShares$2.88 Million0.0% of portfolio
-
Kestra Advisory Services, LLC58.1KShares$1.95 Million0.01% of portfolio
-
Castle Rock Wealth Management, LLC51.9KShares$1.75 Million0.46% of portfolio
-
Kfg Wealth Management, LLC Granger, IN43.3KShares$1.46 Million0.38% of portfolio