Bcs Wealth Management Innovator U.S. Equity Ultra Bu Transaction History
Bcs Wealth Management
- $409 Million
- Q3 2025
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 $416,608. This represents 0.1% of its overall portfolio holdings.
Number of Shares
10,718
Previous 10,718
-0.0%
Holding current value
$416,608
Previous $403,000
3.72%
% of portfolio
0.1%
Previous 0.09%
Shares
1 transactions
Others Institutions Holding UMAR
# of Institutions
77Shares Held
4.95MCall Options Held
0Put Options Held
0-
Brookstone Capital Management1.56MShares$60.5 Million0.84% of portfolio
-
Talon Private Wealth, LLC The Villages, FL908KShares$35.3 Million4.71% of portfolio
-
Wealth Plan Investment Management, LLC Omaha, NE293KShares$11.4 Million0.83% of portfolio
-
Mgo One Seven LLC Beachwood, OH237KShares$9.21 Million0.23% of portfolio
-
Lantz Financial LLC196KShares$7.62 Million1.95% of portfolio