Ae Wealth Management LLC Innovator U.S. Equity Ultra Bu Transaction History
Ae Wealth Management LLC
- $9.76 Billion
- Q3 2024
A detailed history of Ae Wealth Management LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Ae Wealth Management LLC holds 7,636 shares of UMAR stock, worth $272,299. This represents 0.0% of its overall portfolio holdings.
Number of Shares
7,636
Previous 7,644
0.1%
Holding current value
$272,299
Previous $257,000
3.5%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding UMAR
# of Institutions
59Shares Held
2.04MCall Options Held
0Put Options Held
0-
Advance Capital Management, Inc. Southfield, MI487KShares$17.4 Million1.01% of portfolio
-
Mgo One Seven LLC Beachwood, OH279KShares$9.95 Million0.43% of portfolio
-
Brookstone Capital Management130KShares$4.63 Million0.08% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH97.7KShares$3.49 Million0.05% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH96.7KShares$3.45 Million0.29% of portfolio