Clearstead Advisors, LLC Innovator U.S. Equity Ultra Bu Transaction History
Clearstead Advisors, LLC
- $6.31 Billion
- Q3 2024
A detailed history of Clearstead Advisors, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Clearstead Advisors, LLC holds 97,733 shares of UMAR stock, worth $3.47 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
97,733
Previous 96,517
1.26%
Holding current value
$3.47 Million
Previous $3.25 Million
4.89%
% of portfolio
0.05%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding UMAR
# of Institutions
59Shares Held
2.04MCall Options Held
0Put Options Held
0-
Advance Capital Management, Inc. Southfield, MI487KShares$17.3 Million1.01% of portfolio
-
Mgo One Seven LLC Beachwood, OH279KShares$9.9 Million0.43% of portfolio
-
Brookstone Capital Management130KShares$4.61 Million0.08% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH96.7KShares$3.43 Million0.29% of portfolio
-
Kfg Wealth Management, LLC Granger, IN80.5KShares$2.86 Million0.82% of portfolio