Wood Tarver Financial Group, LLC Innovator U.S. Equity Ultra Bu Transaction History
Wood Tarver Financial Group, LLC
- $339 Million
- Q3 2025
A detailed history of Wood Tarver Financial Group, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Wood Tarver Financial Group, LLC holds 19,097 shares of UMAR stock, worth $748,984. This represents 0.22% of its overall portfolio holdings.
Number of Shares
19,097
Previous 19,097
-0.0%
Holding current value
$748,984
Previous $718,000
3.62%
% of portfolio
0.22%
Previous 0.22%
Shares
2 transactions
Others Institutions Holding UMAR
# of Institutions
72Shares Held
4.7MCall Options Held
0Put Options Held
0-
Brookstone Capital Management1.56MShares$61 Million0.84% of portfolio
-
Talon Private Wealth, LLC The Villages, FL908KShares$35.6 Million4.71% of portfolio
-
Wealth Plan Investment Management, LLC Omaha, NE293KShares$11.5 Million0.83% of portfolio
-
Mgo One Seven LLC Beachwood, OH237KShares$9.29 Million0.23% of portfolio
-
Lantz Financial LLC195KShares$7.65 Million1.81% of portfolio