Worth Pointe, LLC Innovator U.S. Equity Ultra Bu Transaction History
Worth Pointe, LLC
- $241 Million
- Q4 2024
A detailed history of Worth Pointe, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Worth Pointe, LLC holds 6,434 shares of UMAY stock, worth $215,217. This represents 0.09% of its overall portfolio holdings.
Number of Shares
6,434
Previous 6,404
0.47%
Holding current value
$215,217
Previous $211,000
2.37%
% of portfolio
0.09%
Previous 0.09%
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$3.86 Million0.32% of portfolio
-
Commonwealth Equity Services, LLC85.6KShares$2.86 Million0.0% of portfolio
-
Kestra Advisory Services, LLC58.1KShares$1.94 Million0.01% of portfolio
-
Castle Rock Wealth Management, LLC51.9KShares$1.74 Million0.46% of portfolio
-
Kfg Wealth Management, LLC Granger, IN43.3KShares$1.45 Million0.38% of portfolio