Occidental Asset Management, LLC Innovator U.S. Equity Ultra Bu Transaction History
Occidental Asset Management, LLC
- $656 Million
- Q1 2025
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 $228,076. This represents 0.03% of its overall portfolio holdings.
Number of Shares
6,218
Previous 6,218
-0.0%
Holding current value
$228,076
Previous $221,000
-0.0%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding UMAR
# of Institutions
71Shares Held
1.89MCall Options Held
0Put Options Held
0-
Mgo One Seven LLC Beachwood, OH253KShares$9.3 Million0.36% of portfolio
-
Kfg Wealth Management, LLC Granger, IN131KShares$4.8 Million1.19% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH124KShares$4.54 Million0.35% of portfolio
-
Iht Wealth Management, LLC Chicago, IL103KShares$3.77 Million0.12% of portfolio
-
Spire Wealth Management90.9KShares$3.33 Million0.11% of portfolio