Bcs Wealth Management Innovator U.S. Equity Ultra Bu Transaction History
Bcs Wealth Management
- $235 Million
- Q3 2024
A detailed history of Bcs Wealth Management transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Bcs Wealth Management holds 10,718 shares of UMAR stock, worth $383,382. This represents 0.16% of its overall portfolio holdings.
Number of Shares
10,718
Previous 10,718
-0.0%
Holding current value
$383,382
Previous $361,000
3.6%
% of portfolio
0.16%
Previous 0.18%
Shares
1 transactions
Others Institutions Holding UMAR
# of Institutions
59Shares Held
1.59MCall Options Held
0Put Options Held
0-
Mgo One Seven LLC Beachwood, OH279KShares$9.98 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
-
Kfg Wealth Management, LLC Granger, IN80.5KShares$2.88 Million0.82% of portfolio