Spire Wealth Management Innovator U.S. Equity Ultra Bu Transaction History
Spire Wealth Management
- $2.74 Billion
- Q3 2025
A detailed history of Spire Wealth Management transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Spire Wealth Management holds 53,943 shares of UMAR stock, worth $2.12 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
53,943
Previous 65,191
17.25%
Holding current value
$2.12 Million
Previous $2.45 Million
14.16%
% of portfolio
0.08%
Previous 0.09%
Shares
12 transactions
Others Institutions Holding UMAR
# of Institutions
72Shares Held
4.7MCall Options Held
0Put Options Held
0-
Brookstone Capital Management1.56MShares$61 Million0.84% of portfolio
-
Talon Private Wealth, LLC The Villages, FL908KShares$35.6 Million4.71% of portfolio
-
Wealth Plan Investment Management, LLC Omaha, NE293KShares$11.5 Million0.83% of portfolio
-
Mgo One Seven LLC Beachwood, OH237KShares$9.29 Million0.23% of portfolio
-
Lantz Financial LLC195KShares$7.65 Million1.81% of portfolio