Iht Wealth Management, LLC Innovator U.S. Equity Ultra Bu Transaction History
Iht Wealth Management, LLC
- $3.44 Billion
- Q2 2025
A detailed history of Iht Wealth Management, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Iht Wealth Management, LLC holds 83,230 shares of UMAR stock, worth $3.18 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
83,230
Previous 102,699
18.96%
Holding current value
$3.18 Million
Previous $3.65 Million
14.25%
% of portfolio
0.09%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding UMAR
# of Institutions
76Shares Held
4.88MCall Options Held
0Put Options Held
0-
Brookstone Capital Management1.55MShares$59.4 Million0.88% of portfolio
-
Talon Private Wealth, LLC The Villages, FL908KShares$34.7 Million4.71% of portfolio
-
Mgo One Seven LLC Beachwood, OH248KShares$9.49 Million0.32% of portfolio
-
Wealth Plan Investment Management, LLC Omaha, NE234KShares$8.95 Million0.69% of portfolio
-
Lantz Financial LLC196KShares$7.49 Million1.95% of portfolio