Maia Wealth LLC Innovator U.S. Equity Ultra Bu Transaction History

Maia Wealth LLC

$405 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 16, 2024	BUY	$31.69 - $33.71 $264,453 - $281,309	8,345 New	8,345 $285 Million

Others Institutions Holding UMAR

# of Institutions

63

Shares Held

2.18M

Call Options Held

0

Put Options Held

0

Advance Capital Management, Inc. Southfield, MI

487K
Shares

$17 Million
1.01% of portfolio
Mgo One Seven LLC Beachwood, OH

279K
Shares

$9.74 Million
0.43% of portfolio
Brookstone Capital Management

130K
Shares

$4.54 Million
0.08% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

96.7K
Shares

$3.38 Million
0.29% of portfolio
Clearstead Advisors, LLC Cleveland, OH

96.5K
Shares

$3.37 Million
0.06% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UMAR
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