Continuum Advisory, LLC Innovator U.S. Equity Ultra Bu Transaction History

Continuum Advisory, LLC

$660 Million
Q1 2024

A detailed history of Continuum Advisory, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Continuum Advisory, LLC holds 986 shares of UMAR stock, worth $33,494. This represents 0.0% of its overall portfolio holdings.

Number of Shares

986

Holding current value

$33,494

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 10, 2024	BUY	$31.53 - $32.66 $31,088 - $32,202	986 New	986 $32,000

Others Institutions Holding UMAR

# of Institutions

Shares Held

3.33M

Call Options Held

Put Options Held

Advance Capital Management, Inc. Southfield, MI

1.13M
Shares

$38.3 Million
2.66% of portfolio
Brookstone Capital Management

558K
Shares

$19 Million
0.37% of portfolio
Mgo One Seven LLC Beachwood, OH

449K
Shares

$15.2 Million
0.78% of portfolio
Central Valley Advisors, LLC Sacramento, CA

250K
Shares

$8.5 Million
4.22% of portfolio
Kfg Wealth Management, LLC Granger, IN

90.5K
Shares

$3.08 Million
1.33% of portfolio

View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UMAR
Sector ETFs
Industry ETFs

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Continuum Advisory, LLC Innovator U.S. Equity Ultra Bu Transaction History