Allworth Financial LP Innovator U.S. Equity Ultra Bu Transaction History
Allworth Financial LP
- $22 Billion
- Q3 2025
A detailed history of Allworth Financial LP transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Allworth Financial LP holds 15,362 shares of UMAY stock, worth $553,339. This represents 0.0% of its overall portfolio holdings.
Number of Shares
15,362
Previous 15,362
-0.0%
Holding current value
$553,339
Previous $533,000
3.38%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding UMAY
# of Institutions
51Shares Held
1.05MCall Options Held
0Put Options Held
0-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH157KShares$5.67 Million0.33% of portfolio
-
Kestra Advisory Services, LLC70.3KShares$2.53 Million0.01% of portfolio
-
Central Valley Advisors, LLC Sacramento, CA55.4KShares$2 Million0.61% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ53KShares$1.91 Million0.0% of portfolio
-
Castle Rock Wealth Management, LLC51.5KShares$1.85 Million0.45% of portfolio