Retirement Planning Group Innovator U.S. Equity Ultra Bu Transaction History
Retirement Planning Group
- $1.58 Billion
- Q3 2024
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 $344,489. This represents 0.02% of its overall portfolio holdings.
Number of Shares
9,628
Previous 10,275
6.3%
Holding current value
$344,489
Previous $345,000
2.9%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding UMAR
# of Institutions
59Shares Held
2.04MCall Options Held
0Put Options Held
0-
Advance Capital Management, Inc. Southfield, MI487KShares$17.4 Million1.01% of portfolio
-
Mgo One Seven LLC Beachwood, OH279KShares$9.98 Million0.43% of portfolio
-
Brookstone Capital Management130KShares$4.65 Million0.08% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH97.7KShares$3.5 Million0.05% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH96.7KShares$3.46 Million0.29% of portfolio