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 7,546 shares of UMAR stock, worth $268,033. This represents 0.08% of its overall portfolio holdings.

Number of Shares

7,546

Holding current value

$268,033

% of portfolio

0.08%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 08, 2025	BUY	$35.26 - $36.57 $266,071 - $275,957	7,546 New	7,546 $268,000

Others Institutions Holding UMAR

# of Institutions

Shares Held

1.53M

Call Options Held

Put Options Held

Mgo One Seven LLC Beachwood, OH

277K
Shares

$9.84 Million
0.39% of portfolio
Kfg Wealth Management, LLC Granger, IN

131K
Shares

$4.65 Million
1.19% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

109K
Shares

$3.87 Million
0.32% of portfolio
Clearstead Advisors, LLC Cleveland, OH

97.5K
Shares

$3.46 Million
0.05% of portfolio
Brookstone Capital Management

78.4K
Shares

$2.79 Million
0.05% of portfolio

View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UMAR
Sector ETFs
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