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 $7.61 Million. This represents 1.95% of its overall portfolio holdings.
Number of Shares
195,982
Previous 7,546
2497.16%
Holding current value
$7.61 Million
Previous $268,000
2650.0%
% of portfolio
1.95%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding UMAR
# of Institutions
76Shares Held
4.9MCall Options Held
0Put Options Held
0-
Brookstone Capital Management1.55MShares$60.3 Million0.88% of portfolio
-
Talon Private Wealth, LLC The Villages, FL908KShares$35.3 Million4.71% of portfolio
-
Mgo One Seven LLC Beachwood, OH248KShares$9.64 Million0.32% of portfolio
-
Wealth Plan Investment Management, LLC Omaha, NE234KShares$9.09 Million0.69% of portfolio
-
Kfg Wealth Management, LLC Granger, IN149KShares$5.8 Million1.29% of portfolio