Commonwealth Equity Services, LLC Innovator U.S. Equity Ultra Bu Transaction History
Commonwealth Equity Services, LLC
- $77.2 Billion
- Q3 2025
A detailed history of Commonwealth Equity Services, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Commonwealth Equity Services, LLC holds 85,751 shares of UMAR stock, worth $3.36 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
85,751
Previous 92,856
7.65%
Holding current value
$3.36 Million
Previous $3.49 Million
4.21%
% of portfolio
0.0%
Previous 0.0%
Shares
16 transactions
Others Institutions Holding UMAR
# of Institutions
72Shares Held
4.7MCall Options Held
0Put Options Held
0-
Brookstone Capital Management1.56MShares$61 Million0.84% of portfolio
-
Talon Private Wealth, LLC The Villages, FL908KShares$35.6 Million4.71% of portfolio
-
Wealth Plan Investment Management, LLC Omaha, NE293KShares$11.5 Million0.83% of portfolio
-
Mgo One Seven LLC Beachwood, OH237KShares$9.29 Million0.23% of portfolio
-
Lantz Financial LLC195KShares$7.65 Million1.81% of portfolio