Gries Financial LLC Innovator U.S. Equity Ultra Bu Transaction History

Gries Financial LLC

$472 Million
Q2 2025

A detailed history of Gries Financial LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Gries Financial LLC holds 16,500 shares of UMAR stock, worth $620,400. This represents 0.13% of its overall portfolio holdings.

Number of Shares

16,500

Holding current value

$620,400

% of portfolio

0.13%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 14, 2025	BUY	$33.82 - $37.61 $558,030 - $620,565	16,500 New	16,500 $620,000

Others Institutions Holding UMAR

# of Institutions

Shares Held

2.1M

Call Options Held

Put Options Held

Mgo One Seven LLC Beachwood, OH

253K
Shares

$9.53 Million
0.36% of portfolio
Lantz Financial LLC

196K
Shares

$7.37 Million
1.95% of portfolio
Kfg Wealth Management, LLC Granger, IN

149K
Shares

$5.61 Million
1.29% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

124K
Shares

$4.65 Million
0.35% of portfolio
Iht Wealth Management, LLC Chicago, IL

103K
Shares

$3.86 Million
0.12% of portfolio

View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UMAR
Sector ETFs
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