M Holdings Securities, Inc. Innovator U.S. Equity Ultra Bu Call Options Transaction History

M Holdings Securities, Inc.

$601 Million
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding UMAR

# of Institutions

73

Shares Held

3.9M

Call Options Held

0

Put Options Held

0

Brookstone Capital Management

1.55M
Shares

$59.2 Million
0.88% of portfolio
Mgo One Seven LLC Beachwood, OH

248K
Shares

$9.45 Million
0.32% of portfolio
Wealth Plan Investment Management, LLC Omaha, NE

234K
Shares

$8.92 Million
0.69% of portfolio
Lantz Financial LLC

196K
Shares

$7.46 Million
1.95% of portfolio
Kfg Wealth Management, LLC Granger, IN

149K
Shares

$5.68 Million
1.29% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UMAR
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