Worth Financial Advisory Group, LLC Innovator U.S. Equity Ultra Bu Transaction History
Worth Financial Advisory Group, LLC
- $152 Billion
- Q2 2024
A detailed history of Worth Financial Advisory Group, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 81,415 shares of UMAR stock, worth $2.75 Million. This represents 1.8% of its overall portfolio holdings.
Number of Shares
81,415
Previous 81,315
0.12%
Holding current value
$2.75 Million
Previous $2.66 Billion
3.22%
% of portfolio
1.8%
Previous 1.84%
Shares
2 transactions
Others Institutions Holding UMAR
# of Institutions
67Shares Held
3.03MCall Options Held
0Put Options Held
0-
Brookstone Capital Management604KShares$20.4 Million0.38% of portfolio
-
Advance Capital Management, Inc. Southfield, MI552KShares$18.6 Million1.08% of portfolio
-
Mgo One Seven LLC Beachwood, OH318KShares$10.7 Million0.52% of portfolio
-
Central Valley Advisors, LLC Sacramento, CA258KShares$8.7 Million3.79% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH96.5KShares$3.26 Million0.06% of portfolio