Foundations Investment Advisors, LLC Innovator U.S. Equity Ultra Bu Transaction History
Foundations Investment Advisors, LLC
- $6.26 Billion
- Q3 2025
A detailed history of Foundations Investment Advisors, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 15,298 shares of UMAR stock, worth $599,834. This represents 0.01% of its overall portfolio holdings.
Number of Shares
15,298
Previous 5,533
176.49%
Holding current value
$599,834
Previous $208,000
186.54%
% of portfolio
0.01%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding UMAR
# of Institutions
77Shares Held
4.93MCall 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