A detailed history of Lpl Financial LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Lpl Financial LLC holds 8,334 shares of UMAR stock, worth $297,190. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,334
Previous 8,334 -0.0%
Holding current value
$297,190
Previous $280,000 3.57%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024

BUY
$31.69 - $33.71 $53,587 - $57,003
1,691 Added 25.46%
8,334 $280,000
Q1 2024

May 10, 2024

BUY
$31.53 - $32.66 $209,453 - $216,960
6,643 New
6,643 $216,000

Others Institutions Holding UMAR

About INNOVATOR U.S. EQUITY ULTRA BU


  • Ticker UMAR
  • Sector ETFs
  • Industry ETFs
More about UMAR
Track This Portfolio

Track Lpl Financial LLC Portfolio

Follow Lpl Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lpl Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lpl Financial LLC with notifications on news.