Wealth Plan Partners, LLC Innovator U.S. Equity Ultra Bu Transaction History
Wealth Plan Partners, LLC
- $552 Million
- Q2 2025
A detailed history of Wealth Plan Partners, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 63,970 shares of UMAR stock, worth $2.45 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
63,970Holding current value
$2.45 Million% of portfolio
0.44%Shares
1 transactions
Others Institutions Holding UMAR
# of Institutions
74Shares Held
3.93MCall Options Held
0Put Options Held
0-
Brookstone Capital Management1.55MShares$59.4 Million0.88% of portfolio
-
Mgo One Seven LLC Beachwood, OH248KShares$9.49 Million0.32% of portfolio
-
Wealth Plan Investment Management, LLC Omaha, NE234KShares$8.95 Million0.69% of portfolio
-
Lantz Financial LLC196KShares$7.49 Million1.95% of portfolio
-
Kfg Wealth Management, LLC Granger, IN149KShares$5.71 Million1.29% of portfolio