Central Valley Advisors, LLC Innovator U.S. Equity Ultra Bu Transaction History
Central Valley Advisors, LLC
- $294 Billion
- Q2 2025
A detailed history of Central Valley Advisors, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Central Valley Advisors, LLC holds 68,910 shares of UMAR stock, worth $2.63 Million. This represents 0.88% of its overall portfolio holdings.
Number of Shares
68,910
Previous 67,071
2.74%
Holding current value
$2.63 Million
Previous $2.38 Billion
8.7%
% of portfolio
0.88%
Previous 0.9%
Shares
6 transactions
Others Institutions Holding UMAR
# of Institutions
76Shares Held
4.85MCall Options Held
0Put Options Held
0-
Brookstone Capital Management1.55MShares$59.4 Million0.88% of portfolio
-
Talon Private Wealth, LLC The Villages, FL908KShares$34.7 Million4.71% of portfolio
-
Mgo One Seven LLC Beachwood, OH248KShares$9.49 Million0.32% of portfolio
-
Wealth Plan Investment Management, LLC Omaha, NE234KShares$8.95 Million0.69% of portfolio
-
Lantz Financial LLC196KShares$7.49 Million1.95% of portfolio