Uma Financial Services, Inc. Innovator U.S. Equity Ultra Bu Transaction History
Uma Financial Services, Inc.
- $573 Million
- Q4 2024
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 7,350 shares of USEP stock, worth $0. This represents 0.0% of its overall portfolio holdings.
Number of Shares
7,350
Previous 7,350
-0.0%
Holding current value
$0
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding USEP
# of Institutions
77Shares Held
3.74MCall Options Held
0Put Options Held
0-
Brookstone Capital Management868KShares$00.0% of portfolio
-
Kellett Schaffner Wealth Advisors LLC Cincinnati, OH863KShares$00.0% of portfolio
-
Sovran Advisors, LLC San Diego, CA522KShares$02.61% of portfolio
-
Envestnet Asset Management Inc133KShares$00.0% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH110KShares$00.31% of portfolio