Clearstead Advisors, LLC Innovator U.S. Equity Ultra Bu Transaction History

Clearstead Advisors, LLC

  • $6.44 Billion
  • Q4 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 97,483 shares of UMAR stock, worth $3.56 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
97,483
Previous 97,733 0.26%
Holding current value
$3.56 Million
Previous $3.41 Million 2.08%
% of portfolio
0.05%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
SELL
$34.72 - $35.93 $8,680 - $8,982
-250 Reduced 0.26%
97,483 $3.48 Million
Q3 2024

Nov 13, 2024
BUY
$32.83 - $34.88 $39,921 - $42,414
1,216 Added 1.26%
97,733 $3.41 Million
Q2 2024

Aug 09, 2024
BUY
$31.69 - $33.71 $3.06 Million - $3.25 Million
96,517 New
96,517 $3.25 Million

Others Institutions Holding UMAR

# of Institutions
60
Shares Held
1.44M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

UMAR Quotes by TradingView
  • Ticker UMAR
  • Sector ETFs
  • Industry ETFs
More about UMAR
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