Worth Financial Advisory Group, LLC Innovator U.S. Equity Ultra Bu Transaction History
Worth Financial Advisory Group, LLC
- $163 Billion
- Q2 2025
Shares
4 transactions
Others Institutions Holding UMAR
# of Institutions
71Shares Held
2.08MCall Options Held
0Put Options Held
0-
Mgo One Seven LLC Beachwood, OH248KShares$9.48 Million0.32% of portfolio
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Lantz Financial LLC196KShares$7.48 Million1.95% of portfolio
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Kfg Wealth Management, LLC Granger, IN149KShares$5.7 Million1.29% of portfolio
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C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH124KShares$4.72 Million0.35% of portfolio
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Iht Wealth Management, LLC Chicago, IL103KShares$3.92 Million0.12% of portfolio