Wealth Plan Investment Management, LLC Innovator U.S. Equity Ultra Bu Transaction History

Wealth Plan Investment Management, LLC

  • $1.27 Billion
  • Q2 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 234,182 shares of UMAR stock, worth $8.95 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares
234,182
Holding current value
$8.95 Million
% of portfolio
0.69%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
BUY
$33.82 - $37.61 $7.92 Million - $8.81 Million
234,182 New
234,182 $8.81 Million

Others Institutions Holding UMAR

# of Institutions
74
Shares Held
3.93M
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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