Clearstead Advisors, LLC Innovator U.S. Equity Ultra Bu Transaction History
Clearstead Advisors, LLC
- $6.94 Billion
- Q2 2025
Shares
3 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
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Talon Private Wealth, LLC The Villages, FL908KShares$34.7 Million4.71% of portfolio
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Mgo One Seven LLC Beachwood, OH248KShares$9.49 Million0.32% of portfolio
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Wealth Plan Investment Management, LLC Omaha, NE234KShares$8.95 Million0.69% of portfolio
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Lantz Financial LLC196KShares$7.49 Million1.95% of portfolio