Arkadios Wealth Advisors Innovator U.S. Equity Ultra Bu Transaction History
Arkadios Wealth Advisors
- $3.83 Billion
- Q3 2025
A detailed history of Arkadios Wealth Advisors transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Arkadios Wealth Advisors holds 11,143 shares of UMAR stock, worth $437,028. This represents 0.01% of its overall portfolio holdings.
Number of Shares
11,143
Previous 10,279
8.41%
Holding current value
$437,028
Previous $386,000
12.44%
% of portfolio
0.01%
Previous 0.01%
Shares
2 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