Great Lakes Retirement, Inc. Innovator U.S. Equity Ultra Bu Transaction History

Great Lakes Retirement, Inc.

$780 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 09, 2024	BUY	$31.69 - $33.71 $792 - $842	25 New	25 $857,000
Q1 2023 May 09, 2023	BUY	$27.76 - $28.72 $455,624 - $471,381	16,413 New	16,413 $471 Million

Others Institutions Holding UMAR

# of Institutions

63

Shares Held

2.18M

Call Options Held

0

Put Options Held

0

Advance Capital Management, Inc. Southfield, MI

487K
Shares

$17 Million
1.01% of portfolio
Mgo One Seven LLC Beachwood, OH

279K
Shares

$9.74 Million
0.43% of portfolio
Brookstone Capital Management

130K
Shares

$4.54 Million
0.08% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

96.7K
Shares

$3.38 Million
0.29% of portfolio
Clearstead Advisors, LLC Cleveland, OH

96.5K
Shares

$3.37 Million
0.06% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UMAR
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