Advance Capital Management, Inc. Innovator U.S. Equity Ultra Bu Transaction History
Advance Capital Management, Inc.
- $1.64 Billion
- Q2 2025
A detailed history of Advance Capital Management, Inc. transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Advance Capital Management, Inc. holds 10,602 shares of UMAR stock, worth $405,314. This represents 0.02% of its overall portfolio holdings.
Number of Shares
10,602
Previous 39,331
73.04%
Holding current value
$405,314
Previous $1.4 Million
71.51%
% of portfolio
0.02%
Previous 0.08%
Shares
6 transactions
Others Institutions Holding UMAR
# of Institutions
76Shares Held
4.88MCall Options Held
0Put Options Held
0-
Brookstone Capital Management1.55MShares$59.4 Million0.88% of portfolio
-
Talon Private Wealth, LLC The Villages, FL908KShares$34.7 Million4.71% of portfolio
-
Mgo One Seven LLC Beachwood, OH248KShares$9.49 Million0.32% of portfolio
-
Wealth Plan Investment Management, LLC Omaha, NE234KShares$8.95 Million0.69% of portfolio
-
Lantz Financial LLC196KShares$7.49 Million1.95% of portfolio