Axxcess Wealth Management, LLC Innovator U.S. Equity Ultra Bu Transaction History
Axxcess Wealth Management, LLC
- $4.58 Billion
- Q3 2025
A detailed history of Axxcess Wealth Management, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 14,969 shares of UMAY stock, worth $539,183. This represents 0.01% of its overall portfolio holdings.
Number of Shares
14,969
Previous 14,969
-0.0%
Holding current value
$539,183
Previous $520,000
3.08%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding UMAY
# of Institutions
51Shares Held
1.07MCall 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 Million0.62% 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