Sage View Advisory Group, LLC Innovator U.S. Equity Ultra Bu Transaction History
Sage View Advisory Group, LLC
- $2.64 Trillion
- Q2 2025
A detailed history of Sage View Advisory Group, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 16,935 shares of UMAR stock, worth $658,263. This represents 0.02% of its overall portfolio holdings.
Number of Shares
16,935
Previous 16,935
-0.0%
Holding current value
$658,263
Previous $602 Million
7.34%
% of portfolio
0.02%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding UMAR
# of Institutions
77Shares Held
4.95MCall Options Held
0Put Options Held
0-
Brookstone Capital Management1.56MShares$60.5 Million0.84% of portfolio
-
Talon Private Wealth, LLC The Villages, FL908KShares$35.3 Million4.71% of portfolio
-
Wealth Plan Investment Management, LLC Omaha, NE293KShares$11.4 Million0.83% of portfolio
-
Mgo One Seven LLC Beachwood, OH237KShares$9.21 Million0.23% of portfolio
-
Lantz Financial LLC196KShares$7.62 Million1.95% of portfolio