Iht Wealth Management, LLC Innovator U.S. Equity Ultra Bu Call Options Transaction History

Iht Wealth Management, LLC

$3.06 Billion
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding UMAR

# of Institutions

72

Shares Held

2.38M

Call Options Held

0

Put Options Held

0

Mgo One Seven LLC Beachwood, OH

248K
Shares

$9.48 Million
0.32% of portfolio
Wealth Plan Investment Management, LLC Omaha, NE

234K
Shares

$8.94 Million
0.69% of portfolio
Lantz Financial LLC

196K
Shares

$7.48 Million
1.95% of portfolio
Kfg Wealth Management, LLC Granger, IN

149K
Shares

$5.7 Million
1.29% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

124K
Shares

$4.72 Million
0.35% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UMAR
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