Kestra Advisory Services, LLC Innovator U.S. Equity Ultra Bu Transaction History
Kestra Advisory Services, LLC
- $20.1 Billion
- Q3 2025
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 70,258 shares of UMAY stock, worth $2.53 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
70,258
Previous 72,574
3.19%
Holding current value
$2.53 Million
Previous $2.52 Million
0.08%
% of portfolio
0.01%
Previous 0.01%
Shares
10 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
-
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
-
Envestnet Asset Management Inc49.7KShares$1.79 Million0.0% of portfolio