Raymond James Financial Services Advisors, Inc. Innovator U.S. Equity Ultra Bu Transaction History

Raymond James Financial Services Advisors, Inc.

$73.5 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 12, 2022	SELL	$27.78 - $30.3 $885,820 - $966,176	-31,887 Closed	0 $0
Q1 2022 May 11, 2022	BUY	$29.33 - $30.34 $935,245 - $967,451	31,887 New	31,887 $963,000

Others Institutions Holding UMAR

# of Institutions

Shares Held

2.14M

Call Options Held

Put Options Held

Advance Capital Management, Inc. Southfield, MI

487K
Shares

$17.3 Million
1.01% of portfolio
Mgo One Seven LLC Beachwood, OH

279K
Shares

$9.9 Million
0.43% of portfolio
Brookstone Capital Management

130K
Shares

$4.61 Million
0.08% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

96.7K
Shares

$3.43 Million
0.29% of portfolio
Clearstead Advisors, LLC Cleveland, OH

96.5K
Shares

$3.43 Million
0.06% of portfolio

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