Atticus Wealth Management, LLC Innovator U.S. Equity Ultra Bu Transaction History
Atticus Wealth Management, LLC
- $285 Million
- Q3 2024
A detailed history of Atticus Wealth Management, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Atticus Wealth Management, LLC holds 1,940 shares of UMAR stock, worth $69,510. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,940
Previous 1,940
-0.0%
Holding current value
$69,510
Previous $65,000
3.08%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding UMAR
# of Institutions
59Shares Held
2.04MCall Options Held
0Put Options Held
0-
Advance Capital Management, Inc. Southfield, MI487KShares$17.5 Million1.01% of portfolio
-
Mgo One Seven LLC Beachwood, OH279KShares$9.99 Million0.43% of portfolio
-
Brookstone Capital Management130KShares$4.65 Million0.08% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH97.7KShares$3.5 Million0.05% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH96.7KShares$3.46 Million0.29% of portfolio