Worth Financial Advisory Group, LLC Innovator U.S. Equity Ultra Bu Call Options Transaction History

Worth Financial Advisory Group, LLC

$170 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding UMAR

# of Institutions

63

Shares Held

2.18M

Call Options Held

0

Put Options Held

0

Advance Capital Management, Inc. Southfield, MI

487K
Shares

$17 Million
1.01% of portfolio
Mgo One Seven LLC Beachwood, OH

279K
Shares

$9.74 Million
0.43% of portfolio
Brookstone Capital Management

130K
Shares

$4.54 Million
0.08% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

96.7K
Shares

$3.38 Million
0.29% of portfolio
Clearstead Advisors, LLC Cleveland, OH

96.5K
Shares

$3.37 Million
0.06% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UMAR
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