Atria Wealth Solutions, Inc. Innovator U.S. Equity Ultra Bu Transaction History
Atria Wealth Solutions, Inc.
- $8.74 Billion
- Q4 2024
A detailed history of Atria Wealth Solutions, Inc. transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 20,099 shares of UMAR stock, worth $711,303. This represents 0.01% of its overall portfolio holdings.
Number of Shares
20,099
Previous 26,663
24.62%
Holding current value
$711,303
Previous $930,000
22.9%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding UMAR
# of Institutions
61Shares Held
1.62MCall Options Held
0Put Options Held
0-
Mgo One Seven LLC Beachwood, OH277KShares$9.8 Million0.39% of portfolio
-
Kfg Wealth Management, LLC Granger, IN131KShares$4.63 Million1.19% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH109KShares$3.85 Million0.32% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH97.5KShares$3.45 Million0.05% of portfolio
-
Spire Wealth Management90.9KShares$3.22 Million0.11% of portfolio