Retirement Planning Group Innovator U.S. Equity Ultra Bu Transaction History
Retirement Planning Group
- $1.64 Billion
- Q2 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 $368,078. This represents 0.02% of its overall portfolio holdings.
Number of Shares
9,628
Previous 9,628
-0.0%
Holding current value
$368,078
Previous $341,000
6.16%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding UMAR
# of Institutions
73Shares Held
3.86MCall Options Held
0Put Options Held
0-
Brookstone Capital Management1.55MShares$59.4 Million0.88% of portfolio
-
Mgo One Seven LLC Beachwood, OH248KShares$9.49 Million0.32% of portfolio
-
Wealth Plan Investment Management, LLC Omaha, NE234KShares$8.95 Million0.69% of portfolio
-
Lantz Financial LLC196KShares$7.49 Million1.95% of portfolio
-
Kfg Wealth Management, LLC Granger, IN149KShares$5.71 Million1.29% of portfolio