Trek Financial, LLC Innovator U.S. Equity Ultra Bu Transaction History
Trek Financial, LLC
- $1.21 Billion
- Q2 2024
A detailed history of Trek Financial, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Trek Financial, LLC holds 55,412 shares of UMAR stock, worth $1.95 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
55,412
Previous 31,194
77.64%
Holding current value
$1.95 Million
Previous $1.02 Million
83.2%
% of portfolio
0.15%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding UMAR
# of Institutions
64Shares Held
2.21MCall Options Held
0Put Options Held
0-
Advance Capital Management, Inc. Southfield, MI487KShares$17.1 Million1.01% of portfolio
-
Mgo One Seven LLC Beachwood, OH279KShares$9.82 Million0.43% of portfolio
-
Brookstone Capital Management130KShares$4.57 Million0.08% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH96.7KShares$3.4 Million0.29% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH96.5KShares$3.4 Million0.06% of portfolio