Uma Financial Services, Inc. Innovator U.S. Equity Ultra Bu Transaction History
Uma Financial Services, Inc.
- $601 Million
- Q2 2025
A detailed history of Uma Financial Services, Inc. transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Uma Financial Services, Inc. holds 5,575 shares of UFEB stock, worth $194,456. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,575
Previous 1,650
237.88%
Holding current value
$194,456
Previous $53,000
260.38%
% of portfolio
0.03%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding UFEB
# of Institutions
94Shares Held
6.12MCall Options Held
0Put Options Held
0-
Brookstone Capital Management1.73MShares$60.4 Million0.9% of portfolio
-
Talon Private Wealth, LLC The Villages, FL1.01MShares$35.1 Million4.37% of portfolio
-
Kfg Wealth Management, LLC Granger, IN435KShares$15.2 Million3.44% of portfolio
-
High Tower Advisors, LLC Chicago, IL233KShares$8.12 Million0.01% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH149KShares$5.19 Million0.48% of portfolio