Occidental Asset Management, LLC Innovator U.S. Equity Ultra Bu Transaction History
Occidental Asset Management, LLC
- $637 Million
- Q4 2024
A detailed history of Occidental Asset Management, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Occidental Asset Management, LLC holds 6,218 shares of UMAR stock, worth $225,526. This represents 0.03% of its overall portfolio holdings.
Number of Shares
6,218
Previous 6,218
-0.0%
Holding current value
$225,526
Previous $216,000
2.31%
% of portfolio
0.03%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding UMAR
# of Institutions
58Shares Held
1.46MCall Options Held
0Put Options Held
0-
Mgo One Seven LLC Beachwood, OH279KShares$10.1 Million0.43% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH109KShares$3.95 Million0.32% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH97.7KShares$3.54 Million0.05% of portfolio
-
Brookstone Capital Management78.4KShares$2.84 Million0.05% of portfolio
-
Commonwealth Equity Services, LLC75.3KShares$2.73 Million0.0% of portfolio