Kestra Advisory Services, LLC Innovator U.S. Equity Ultra Bu Transaction History

Kestra Advisory Services, LLC

  • $17.2 Billion
  • Q4 2024

A detailed history of Kestra Advisory Services, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 16,313 shares of UMAR stock, worth $583,026. This represents 0.0% of its overall portfolio holdings.

Number of Shares
16,313
Previous 14,851 9.84%
Holding current value
$583,026
Previous $518,000 12.36%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
$34.72 - $35.93 $50,760 - $52,529
1,462 Added 9.84%
16,313 $582,000
Q3 2024

Nov 13, 2024
SELL
$32.83 - $34.88 $49,835 - $52,947
-1,518 Reduced 9.27%
14,851 $518,000
Q1 2024

May 15, 2024
BUY
$31.53 - $32.66 $516,114 - $534,611
16,369 New
16,369 $534,000

Others Institutions Holding UMAR

# of Institutions
61
Shares Held
1.46M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

UMAR Quotes by TradingView
  • Ticker UMAR
  • Sector ETFs
  • Industry ETFs
More about UMAR
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