Sagespring Wealth Partners, LLC Innovator U.S. Equity Ultra Bu Transaction History
Sagespring Wealth Partners, LLC
- $4.64 Trillion
- Q2 2025
A detailed history of Sagespring Wealth Partners, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Sagespring Wealth Partners, LLC holds 14,209 shares of UMAR stock, worth $541,362. This represents 0.01% of its overall portfolio holdings.
Number of Shares
14,209
Previous 13,692
3.78%
Holding current value
$541,362
Previous $487 Million
9.79%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding UMAR
# of Institutions
72Shares Held
3.91MCall Options Held
0Put Options Held
0-
Brookstone Capital Management1.55MShares$59.2 Million0.88% of portfolio
-
Mgo One Seven LLC Beachwood, OH248KShares$9.46 Million0.32% of portfolio
-
Wealth Plan Investment Management, LLC Omaha, NE234KShares$8.92 Million0.69% of portfolio
-
Lantz Financial LLC196KShares$7.47 Million1.95% of portfolio
-
Kfg Wealth Management, LLC Granger, IN149KShares$5.69 Million1.29% of portfolio