Cwm, LLC Innovator U.S. Equity Ultra Bu Transaction History

Cwm, LLC

$23.3 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 28, 2023	SELL	$27.76 - $28.72 $111 - $114	-4 Reduced 44.44%	5 $0
Q4 2022 Feb 01, 2023	BUY	$27.72 - $28.79 $249 - $259	9 New	9 $0

Others Institutions Holding UMAR

# of Institutions

59

Shares Held

2.04M

Call Options Held

0

Put Options Held

0

Advance Capital Management, Inc. Southfield, MI

487K
Shares

$17.2 Million
1.01% of portfolio
Mgo One Seven LLC Beachwood, OH

279K
Shares

$9.87 Million
0.43% of portfolio
Brookstone Capital Management

130K
Shares

$4.6 Million
0.08% of portfolio
Clearstead Advisors, LLC Cleveland, OH

97.7K
Shares

$3.46 Million
0.05% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

96.7K
Shares

$3.42 Million
0.29% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UMAR
Sector ETFs
Industry ETFs

More about UMAR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cwm, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cwm, LLC with notifications on news.