Raymond James Financial Inc Innovator U.S. Equity Ultra Bu Transaction History
Raymond James Financial Inc
- $299 Billion
- Q3 2025
A detailed history of Raymond James Financial Inc transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Raymond James Financial Inc holds 45,107 shares of UMAR stock, worth $1.77 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
45,107
Previous 65,998
31.65%
Holding current value
$1.77 Million
Previous $2.48 Million
29.13%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding UMAR
# of Institutions
72Shares Held
4.7MCall Options Held
0Put Options Held
0-
Brookstone Capital Management1.56MShares$61 Million0.84% of portfolio
-
Talon Private Wealth, LLC The Villages, FL908KShares$35.6 Million4.71% of portfolio
-
Wealth Plan Investment Management, LLC Omaha, NE293KShares$11.5 Million0.83% of portfolio
-
Mgo One Seven LLC Beachwood, OH237KShares$9.29 Million0.23% of portfolio
-
Lantz Financial LLC195KShares$7.65 Million1.81% of portfolio