Richard W. Paul & Associates, LLC Innovator U.S. Equity Ultra Bu Transaction History
Richard W. Paul & Associates, LLC
- $275 Billion
- Q4 2024
Shares
1 transactions
Others Institutions Holding UMAR
# of Institutions
59Shares Held
1.43MCall Options Held
0Put Options Held
0-
Mgo One Seven LLC Beachwood, OH277KShares$10.1 Million0.39% of portfolio
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C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH109KShares$3.97 Million0.32% of portfolio
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Clearstead Advisors, LLC Cleveland, OH97.5KShares$3.55 Million0.05% of portfolio
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Brookstone Capital Management78.4KShares$2.86 Million0.05% of portfolio
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Kfg Wealth Management, LLC Granger, IN71.2KShares$2.59 Million0.66% of portfolio