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

Lantz Financial LLC

$348 Million
Q1 2025

A detailed history of Lantz Financial LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Lantz Financial LLC holds 52,618 shares of UJAN stock, worth $2.12 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares

52,618

Holding current value

$2.12 Million

% of portfolio

0.57%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 08, 2025	BUY	$37.87 - $39.86 $1.99 Million - $2.1 Million	52,618 New	52,618 $2 Million

Others Institutions Holding UJAN

# of Institutions

101

Shares Held

4.91M

Call Options Held

Put Options Held

Brookstone Capital Management

1.44M
Shares

$58.3 Million
0.91% of portfolio
Talon Private Wealth, LLC The Villages, FL

853K
Shares

$34.4 Million
4.36% of portfolio
Commonwealth Equity Services, LLC

225K
Shares

$9.08 Million
0.01% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

183K
Shares

$7.41 Million
0.55% of portfolio
Strategic Blueprint, LLC Atlanta, GA

135K
Shares

$5.46 Million
0.31% of portfolio

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About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UJAN
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Lantz Financial LLC Innovator U.S. Equity Ultra Bu Transaction History