Lantz Financial LLC Innovator U.S. Equity Ultra Bu Transaction History
Lantz Financial LLC
- $378 Million
- Q2 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 195,982 shares of UMAR stock, worth $7.62 Million. This represents 1.95% of its overall portfolio holdings.
Number of Shares
195,982
Previous 7,546
2497.16%
Holding current value
$7.62 Million
Previous $268,000
2650.0%
% of portfolio
1.95%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding UMAR
# of Institutions
77Shares Held
4.94MCall 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
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH147KShares$5.73 Million0.33% of portfolio