Spire Wealth Management Innovator U.S. Equity Ultra Bu Transaction History
Spire Wealth Management
- $2.82 Billion
- Q4 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 41,601 shares of UMAR stock, worth $1.63 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
41,601
Previous 53,943
22.88%
Holding current value
$1.63 Million
Previous $2.1 Million
22.48%
% of portfolio
0.06%
Previous 0.08%
Shares
13 transactions
Others Institutions Holding UMAR
# of Institutions
72Shares Held
3.12MCall Options Held
0Put Options Held
0-
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 LLC194KShares$7.61 Million1.75% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH137KShares$5.39 Million0.33% of portfolio