Ae Wealth Management LLC Innovator U.S. Equity Ultra Bu Transaction History
Ae Wealth Management LLC
- $9.03 Billion
- Q2 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 7,644 shares of UMAR stock, worth $265,858. This represents 0.0% of its overall portfolio holdings.
Number of Shares
7,644
Previous 7,646
0.03%
Holding current value
$265,858
Previous $249,000
3.21%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding UMAR
# of Institutions
67Shares Held
3.03MCall Options Held
0Put Options Held
0-
Brookstone Capital Management604KShares$21 Million0.38% of portfolio
-
Advance Capital Management, Inc. Southfield, MI552KShares$19.2 Million1.08% of portfolio
-
Mgo One Seven LLC Beachwood, OH318KShares$11.1 Million0.52% of portfolio
-
Central Valley Advisors, LLC Sacramento, CA258KShares$8.96 Million3.79% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH96.5KShares$3.36 Million0.06% of portfolio