Mbl Wealth, LLC Innovator U.S. Equity Ultra Bu Transaction History

Mbl Wealth, LLC

$833 Million
Q2 2024

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 27,100 shares of UMAR stock, worth $921,671. This represents 0.11% of its overall portfolio holdings.

Number of Shares

27,100

Holding current value

$921,671

% of portfolio

0.11%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 19, 2024	BUY	$31.69 - $33.71 $858,799 - $913,541	27,100 New	27,100 $912,000

Others Institutions Holding UMAR

# of Institutions

Shares Held

3.03M

Call Options Held

Put Options Held

Brookstone Capital Management

604K
Shares

$20.6 Million
0.38% of portfolio
Advance Capital Management, Inc. Southfield, MI

552K
Shares

$18.8 Million
1.08% of portfolio
Mgo One Seven LLC Beachwood, OH

318K
Shares

$10.8 Million
0.52% of portfolio
Central Valley Advisors, LLC Sacramento, CA

258K
Shares

$8.77 Million
3.79% of portfolio
Clearstead Advisors, LLC Cleveland, OH

96.5K
Shares

$3.28 Million
0.06% of portfolio

View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UMAR
Sector ETFs
Industry ETFs

More about UMAR

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