Srs Capital Advisors, Inc. Innovator U.S. Equity Ultra Bu Transaction History
Srs Capital Advisors, Inc.
- $1.95 Billion
- Q2 2025
A detailed history of Srs Capital Advisors, Inc. transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 411 shares of UMAR stock, worth $16,082. This represents 0.0% of its overall portfolio holdings.
Number of Shares
411
Previous 411
-0.0%
Holding current value
$16,082
Previous $14,000
7.14%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding UMAR
# of Institutions
76Shares Held
4.89MCall Options Held
0Put Options Held
0-
Brookstone Capital Management1.55MShares$60.8 Million0.88% of portfolio
-
Talon Private Wealth, LLC The Villages, FL908KShares$35.5 Million4.71% of portfolio
-
Mgo One Seven LLC Beachwood, OH248KShares$9.72 Million0.32% of portfolio
-
Wealth Plan Investment Management, LLC Omaha, NE234KShares$9.16 Million0.69% of portfolio
-
Lantz Financial LLC196KShares$7.67 Million1.95% of portfolio