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 $3.24 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
83,230
              Previous 102,699
              
        
           18.96%
        
      
          
        Holding current value
$3.24 Million
            Previous $3.65 Million
            
        
           14.25%
        
      
          
        % of portfolio
0.09%
            Previous 0.12%
          
        Shares
	  2 transactions
	
  Others Institutions Holding UMAR
# of Institutions
77Shares Held
4.95MCall Options Held
0Put Options Held
0- 
    
      Brookstone Capital Management1.56MShares$60.5 Million0.84% of portfolio
- 
    
      Talon Private Wealth, LLC The Villages, FL908KShares$35.3 Million4.71% of portfolio
- 
    
      Wealth Plan Investment Management, LLC Omaha, NE293KShares$11.4 Million0.83% of portfolio
- 
    
      Mgo One Seven LLC Beachwood, OH237KShares$9.21 Million0.23% of portfolio
- 
    
      Lantz Financial LLC196KShares$7.62 Million1.95% of portfolio