Mbl Wealth, LLC Innovator U.S. Equity Ultra Bu Transaction History
Mbl Wealth, LLC
- $945 Million
- Q2 2025
A detailed history of Mbl Wealth, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Mbl Wealth, LLC holds 30,475 shares of UMAR stock, worth $1.17 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
30,475
Previous 28,000
8.84%
Holding current value
$1.17 Million
Previous $995,000
15.18%
% of portfolio
0.12%
Previous 0.11%
Shares
5 transactions
Others Institutions Holding UMAR
# of Institutions
74Shares Held
3.93MCall Options Held
0Put Options Held
0-
Brookstone Capital Management1.55MShares$59.4 Million0.88% of portfolio
-
Mgo One Seven LLC Beachwood, OH248KShares$9.49 Million0.32% of portfolio
-
Wealth Plan Investment Management, LLC Omaha, NE234KShares$8.95 Million0.69% of portfolio
-
Lantz Financial LLC196KShares$7.49 Million1.95% of portfolio
-
Kfg Wealth Management, LLC Granger, IN149KShares$5.71 Million1.29% of portfolio