Raymond James & Associates Innovator U.S. Equity Ultra Bu Transaction History

Raymond James & Associates

$161 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 12, 2022	SELL	$27.78 - $30.3 $273,466 - $298,273	-9,844 Closed	0 $0
Q1 2022 May 11, 2022	BUY	$29.33 - $30.34 $288,724 - $298,666	9,844 New	9,844 $297,000

Others Institutions Holding UMAR

# of Institutions

72

Shares Held

3.91M

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

$9.46 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

$7.47 Million
1.95% of portfolio
Kfg Wealth Management, LLC Granger, IN

149K
Shares

$5.69 Million
1.29% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UMAR
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