Retirement Planning Group Innovator U.S. Equity Ultra Bu Transaction History
Retirement Planning Group
- $1.51 Billion
- Q1 2025
A detailed history of Retirement Planning Group transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Retirement Planning Group holds 9,628 shares of UMAR stock, worth $353,155. This represents 0.02% of its overall portfolio holdings.
Number of Shares
9,628
Previous 9,628
-0.0%
Holding current value
$353,155
Previous $343,000
0.58%
% of portfolio
0.02%
Previous 0.02%
Shares
2 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